What is Auto-Share?

Do you need to send your documents outside of your SiteDocs account but don't want to export each file and send them manually? Look no further than Auto-Share!

SiteDocs has a few options for Auto-Sharing Documents:

Auto-Share From All Locations

This page allows you to send a PDF copy of a Form(s) by email to designated email addresses any time the Form(s) is signed at any Location. This is ideal for things like Incident Reports or Stop Work Orders where you may need to be notified no matter where the Forms are signed.

For more details, click here.

Location-Specific Auto-Share to Email

This option in each Location profile allows you to send a PDF Copy of a Form(s) by email when it is signed at a specific Location Profile. This is ideal for things like Site Inspections or Hazard Assessments, where other contractors on site may want a copy of Documents from a shared site.

For more details, click here.

Location-Specific Auto-Share to Another SiteDocs Account

Using a combination of Auto-share emails and the Receive PDF by Email feature, you can send a completed PDF of your SiteDocs Form to an Email Address generated by the other SiteDocs Account. Simply contact the other SiteDocs account's Administrator(s) and ask for an email address to Auto-share to. Add that email address to your Auto-Share to Email field, and your PDF will automatically be uploaded to that SiteDocs account. If you are receiving the PDFs, just do the opposite.

For more details, click here.