Project Documents are Site Documents that apply to an entire Project. They are located in the Project Documents tab within the main Project navigation.
Files uploaded to Project Documents apply to ALL Shift Records - a Project Document can also be found within Shift Records.
This article will guide you through how to view documents at a Project level and a Shift Record level, as well as how to view any signatures on a signed document.
To share any of these documents follow the steps below to download the signed versions and use that file to share the document.
Step-by-step Instructions
How to view and download a document to share in the Project Documents tab
To view all Project Documents on a Project, click on the 'Project Documents' tab.
Click the three dots on the right of your chosen document
Click 'Download'
Alternatively, select the document to view it - you will find a download option from the view page.
How to view and download a document to share in the Shift Record on the Web App
Navigate to a Shift Record containing Site Documents.
Click the three dots on the right of the Shift Record.
Select 'View Documents' (alternatively from a Shift Record click the 'VIEW DOCUMENTS' paperclip icon).
You will now see all Project Documents and Shift Record Documents attached to that Shift Record.
To download a document, click the three dots on the right of it and click 'Download' or 'Download signed' if you would like the document to include all signatures from that Shift Record as a new page.
To preview a PDF document, you can either click the three dots on the right of the document and click 'View' or you can click on the document.
To view document signatures, you can download the signed version, scroll to the bottom of the preview of a signed document to see the appended page of signatures, or click 'VIEW SIGNATURES' once you are previewing a document to display a page dedicated to all signatures on the document.
How to view and download a document in a Shift Record on the Mobile App
Navigate to a Project containing Site Documents.
Find the Shift Record containing the documents and signatures you want to view.
Click the paperclip icon to view all documents on that Shift Record; alternatively, click the three-dot menu in the bottom right of the Shift Record, selecting 'View Documents'.
Now you can see all the documents uploaded to your chosen Shift Record. If you haven't make sure to download the document you want to see by pressing the download icon. You can then view the document by tapping the '>' symbol.
You can now see your document. To see who has signed the document, press 'VIEW SIGNATURES' in the bottom left of the screen to get a list of everyone who has signed the document along with their competency number and the date they signed the document.
Series
How to upload, edit and delete Site Documents
How to view and share Site Documents ⬅️ You are here