This article runs through some frequently asked questions about our Siteview function.
The file formats that are accepted are: PDF, JPG, JPEG, PNG, DOC, DOCX, XLSX, CSV, TXT
Please note only PDF files can be made signable.
This can be achieved by deleting or archiving and uploading the new version.
We have capped the document file upload size to 10 MB. This is so that it is more manageable for the teams on site to download to their devices.
First, check you have an internet connection. If you do and you still can’t see the documents, you may need to wait a few minutes for the document to sync. Y
If you are still having problems, get in touch with the Support Team by submitting a support request.
App Connection and Syncing Status
Find out about what App Connection and Sync Status means
No, unfortunately, we are unable to recover deleted documents.
If you are an Office User, Project Administrator or Workspace Administrator, you will have access to the Project Documents tab and will be able to upload, edit and remove documents.
However, if a document has been signed you can only archive the document.
User Permissions
Find out about our different user permissions
If signatures have been added to a document then you won't be able to delete the file.
If you want to remove a Project Document from future Shift Records you can instead archive the file meaning it will not be removed from the shifts it is currently on but will not appear on any new shifts.
If you still need to remove the document you can contact our support team.
The only document file type which can be signed is PDF. Check you have uploaded your document in PDF format. If you are still getting this error, please contact our Support Team.
Only PDF files can be previewed on the Web App. All other documents will need to be downloaded to your computer to preview.
If you can’t see any documents attached to your Shift Record, it is likely because no one has uploaded any to that Project or Shift Record. Speak to your team to ensure they have uploaded the document correctly.
Multiple people can sign a document using the same device, or across multiple devices with access to the same Shift Record.
Site Documents appear in your Shift Reports which you can also download and share with your team via a generated link. There will be an option next to the report to share it and send the link to the rest of your team.
How to view and download Site Documents
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
All archived Project Documents will have been signed on Shift Records. This means they are visible on all Shift Records they were signed on. They are also available on all reports that pull through Site Documents.
Project Documents can be viewed in Shift Records alongside the Shift Record documents.
Site Documents cannot be deleted from the platform using the Mobile App. You can, however, remove a copy of that Site Document from local device storage - freeing up device storage space.
Shift Record Documents are uploaded to specific Shift Records. If you did not create the Shift Record, or you are not assigned to it, you will not be able to see the document uploaded to it.
If you cannot see a Project Document, you may need to speak to your team to ensure the document has been uploaded to the correct place.
Yes, PDF Site Documents only can be signed on the Mobile App.
You must download Site Documents first to view them offline. We recommend downloading all relevant Site Documents for a shift before going on Site.
As long as you have an account with us and the User Permissions of Office Staff, Project Administrator or Workspace Administrator, you can still sign Site Documents.
Sign in to our Web App on your browser using your computer or a mobile device, and you can see all Shift Records on a Project.
You can then access the Shift Record and sign the document.
How to sign documents on Site
This article will walk you through how to sign a Site Document.
To view every signature attached to a particular Site Document, go to a Shift Record that you know the document is assigned to. From here, click on the 'View Documents' button to the top right of the screen.
Next, click on the three dots to the right of the Shift Record document and choose to 'Download Signed'. You will now have a downloaded copy of the Site Document with all the signatures for that document at the bottom.
How to upload, edit and delete Site Documents
How to view and share Site Documents
How to view signatures on Site Documents
Site Documents FAQ ⬅️ You are here
