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Introduction to Signed Docs and files

How to add compliance documents, safety forms and other documents to Onetrace

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Written by Onetrace
Updated yesterday

Managing compliance, documentation, and project accountability has never been easier. Signed Docs in Onetrace gives you full control over how documents are distributed, tracked, and completed, ensuring your teams remain compliant while reducing setup time and administrative effort.

  • Centralised storage – Keep RAMS, health & safety forms, contracts, certificates, and quotations in one secure Docs & Files tab.

  • Organised paperwork – Maintain clear structure across projects, making documents easy to find and manage.

  • Integrated compliance – Turn critical documents into trackable records that connect directly to project workflows.


What you can do with Signed Docs

  • Export with signing summaries – Download signed documents along with a clear signing history for record-keeping or sharing.

  • Enforce compliance – Block job sheet creation until all required signatures are collected, ensuring operatives are compliant before work begins.

  • Global Signed Docs view – Monitor and analyse sign-offs across all projects to maintain consistency and spot trends.

  • Automatic assignment – Team members are automatically added to required documents when assigned to a job, minimising errors and saving time.

  • Metrics & tracking - Admins have full visibility of document interactions with a detailed timeline that shows when users have viewed or signed each file.

Organising files with Signed Docs

Signed Docs aren’t just storage - they’re structured compliance records.

  • Signed Docs: For mandatory, compliance-related documents (RAMS, health & safety, toolbox talks).

  • Files: For supporting materials (contracts, data sheets, scope of work).

This separation ensures accountability while keeping all project documents in one central place.

Signed Docs

Files

Examples

RAMS, Health & Safety, Toolbox Talks.

Contracts, Product Data Sheets, Scope of Work etc.

A smarter way to manage compliance

By combining automation, tracking, and clear oversight, Signed Docs in Onetrace transforms the way teams manage compliance. Whether you’re coordinating safety sign-offs, managing contracts, or reviewing project-wide documentation, Signed Docs ensures every step is recorded, visible, and controlled - giving you confidence that the right people have signed the right documents at the right time.

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