This article will guide you through the process of creating signed documents within your projects. You’ll also learn how to use draft functions, set documents to active or paused, and customise related settings to suit your needs. These tools make managing and tracking your project documentation efficient and straightforward.
Creating a Signed Doc
Log into your account at app.onetrace.com
Click on the Global Signed Docs tab
Click on the + New Doc button from the top bar
4. Enter the Document name
5. Click on the Upload File and choose your document to upload
a). You can also add a reference for your records
6. Click on the Toggles to turn on your preferred settings, then click Next.
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. |
7. Choose the Members Or Team you would like to assign to the signed doc and
click Add Members.
8. Search for the Project/s you would like to add the document to and click Select
Project.
a). Click the dropdown to choose a different signed documents folder on the
Project.
9. Click Review and check over your selection.
10. Click on Build Docs.
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