Onetrace

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

Introduction to Signed Docs and files

Admin

Efficiently manage files: Organise into folders, rename, create, and control privacy (public/private). Upload, publish, and transform your documents into signed docs seamlessly.

Signed Docs and files

How to create a Signed Doc from the global view or add a Signed Doc file within a project.

Create a Signed Doc

How to create, rename, move and delete a folder within Onetrace, and how to change the access permissions for your clients.

Doc, folder, and file management with access control

Here's a guide on how to manage your Signed Docs once uploaded.

Monitor activity and generate reports with Signed Docs

How to create and manage signed docs, upload files and manage folders

Getting started: Signed Docs & Files

Create a custom design with text, images, and links

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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