Admin Panel
Account Settings
- Company Information Overview (Video)
- How To Create And Edit Sections In The Safety Monitor
- Reporting On Unread Documents In The Safety Monitor
- Using "Inbox View" in the Safety Monitor
- Managing Company Information Tutorial Video - Overview
- How To Add Your Company Information and Logo To Forms
Managing Access & Permissions
- How To Grant Access With SSO Enabled
- Permission Profiles And Why They Are Important
- How To Grant Or Remove App And/Or Admin Access
- How To Set Up Multi-Account Logins
- How Can I Change My SiteDocs Email Address?
- Permission Profiles: How To Control What Workers Are Able To See And Do On The Mobile App
Custom App Menus
- Custom Form Menu Tutorial Video - Overview
- Custom Resource Menu Tutorial Video - Overview
- Custom App Menus: Location Specific Custom Menus Tutorial Video - Overview
- Custom App Menus: How To Rearrange The Items In The Custom Form Or Resource Menu
- Custom App Menus: How To Make A Form Template Visible On The App
- Custom App Menus: How To Upload Resource Files To The App
Managing Forms
- How To Download Previously Signed Documents
- Making Your Form Templates Active So They Are Available On The App
- Form Template Visibility (Assigning A Form To A Specific Location)
- How To Delete A Form Template Or Make It Inactive
- How Do I Edit Existing Form Templates?
- How To Fix Your Form Builder Items Showing Up Indented/Cascading
Scheduled Forms & Signatures
- Steps To Schedule Additional Signatures On Previously Signed Forms
- When Does A Worker Get Notified For A Scheduled Item?
- Scheduled Forms and Signatures Overview
- How to Schedule a Form
- How to Schedule a Signature
- How Can I Find Out Who Canceled Scheduled Signatures?
Managing Locations
- Managing Locations Tutorial Videos - Overview
- Location Visibility: The Difference Between All Workers Vs. Workers Assigned
- How To Create A New Location
- How To Assign Workers To Locations And Why This Is Useful
- How To Change Locations Between Active And Inactive Status
- Why You Cannot Delete A Location From The System Or Merge Duplicate Locations Together
Sharing Info With Others
- Auto-Share By Email From All Locations
- Auto-Share Signed Forms/Resources Through Email - Location Specific
- Auto-Share Signed Forms/Resources With Another SiteDocs Account
- How To Share Documents From The Admin Panel
- How To Stop Auto-Share Emails
- Managing Integrations With Zapier And Dropbox
Common Questions From Administrators
- How Can I Load My SWMS Package Into My SiteDocs Account?
- How Can I Tell Which Forms I Have Seen Before?
- Can I Use Password Protected PDFs In SiteDocs?
- What Browsers Are Compatible With The Admin Panel?
- Can I Remove A Signed Document From My SiteDocs Account?
- How Do I Find What Date A Document Was Uploaded To My Admin Panel?