This article explains how to create and manage signed documents within projects. It covers tools and settings that streamline documentation processes, making project management more efficient and straightforward.
Document management - Create signed documents, use draft functions, and set documents to active or paused while customising related settings.
Centralised workflow - Access all project-related documents in the Signed Docs tab, with features like auto-assign, metrics tracking, exporting, and global view.
Project efficiency tools - Enhance workflow control by blocking job sheet creation when needed and tracking document progress across your projects.
Create a Signed Doc from the global view
How to create a Signed Doc from the global tab:
Click on the Global Signed Docs tab
Click on the + New Doc button from the top bar
Enter the Document name
Click on the Upload File and choose your document to upload, you can also add a reference for your records
Click on the toggles to turn on your preferred settings, then click next
Choose the Members or Team you would like to assign to the signed doc and click Add Members.
Search for the Project/s you would like to add the document to and click Select Project.
Click the dropdown to choose a different signed documents folder on the Project.
Click Review and check over your selection.
Click on Build Docs.
How to add a Signed Doc file to a project:
Select the Projects tab from the left-hand menu.
Select the Project.
Head to the Docs & Files section of the page.
Under Signed Documents, click on New Folder, or to the right.
Name your Folder and click on Add Folder.
Click into the folder you just created.
Click on + New Doc and add the PDF file of your choice.
Name your document, add a reference, upload the PDF file and click on Next.
Choose the Document Settings (Auto Assign, Block Job Sheet Creation, Set to Active when created) and click on Next.
Add the users who need to access the Doc, and choose them By Member or By Team. Click on Create Doc.
⚠️ Only PDF files under 10MB can be uploaded into a Signed Docs folder.
Document Settings |
|
Auto Assign | Members will be automatically added to the Signed Doc when they’re assigned to a job within the same project. |
Block Job Sheet Creation | Any member added will be prevented from starting a new Job Sheet (Mobile App only) until the Signed Doc is accepted. |
Set to Active when created | Make available to sign immediately upon creation. This is recommended if multiple documents are created |