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πŸš€ Signed docs and files explained
πŸš€ Signed docs and files explained

Learn your way around the Onetrace system by exploring the functionalities of Docs and Files. Check out this guide to get started.

Vandini Nirwan avatar
Written by Vandini Nirwan
Updated over a month ago

The Docs & Files tab offers dedicated storage for all project documentation, including RAMS, contracts, certificates, datasheets, quotations, job instructions, and more.

You can organise files into folders, restrict user access, and turn documents into signed records to improve project organisation and document management.


Folders Explained

Creating signed documents and organising files within your Onetrace account is easy by following these simple steps.

Project documents each serve important, specialised purposes, from legally binding RAMS to supporting on-site team workflows.

Signed Docs and Files allow you to accurately categorise and manage your documents as required.

Signed Docs

Files

Examples

RAMS, Health & Safety, Toolbox Talks.

Contracts, Product Data Sheets, Scope of Work etc.

Benefits

  • Assign documents to members or guests that require their signatures, eliminating the need for manual communication about signing needs.

  • Helps increase accountability.

  • Dedicated place for all project-related documentation.

  • Dedicated place for all project-related documentation.

  • Easier to accurately categorise paperwork for future reporting and getting the job done on-site.

  • Easy retrieval of files at all times.


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