How Do I Make My Forms Available To External Workers (Setting Up SiteDocs Lite™ Links)

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In each Location Profile, you can create a Link that External Workers can use to participate in your safety program by signing Forms and/or Resources.

1. 1. In each Location Profile, select "SiteDocs Lite™ Link".
      
   2. Select "Add SiteDocs Lite™ Link".
      
   3. Set your SiteDocs Lite™ Link Title (this will show on the QR Code Poster) and select "Create".
      
   4. Select "Add Info Details" to set up the info that will show at the top of the External Workers' Lite™ App.
      
   5. From this page, you can also set up the Form and Resource Menus that the External Workers will see. 
      
   6. The Custom Forms Menu and the Custom Resource Menu functions in the same way. The example below is using the Custom Forms Menu.
      
      • Select "Add Form" to simply add Forms from your Form Template Library.
      • Select "Add Folder" to create Folders to organize your Forms.
        • Select "Add" in the Folder bar to add Forms inside each Folder.
          
      • Select "Save Menu" to save your changes and apply the Menu to your Link.
        
        
        
   7. To give External Workers an easy way to access your safety program, select one of the SiteDocs Lite™ Link options:
       
      • Public Link: Shareable link that can be emailed, text messaged, etc. to External Workers to log in to the SiteDocs Lite™ App.
      • QR Code: 
        
        • QR Code - Simple QR Code that can be used to access SiteDocs Lite™. Use this option for stickers, labels, etc.
        • PDF Poster - Full poster including your Company Name, Link Title, QR Code, Generation Date, and Location Name. Use this option for posting on bulletin boards, doors, placing in manuals, etc.