Frequently Asked Questions

Yes! Whether you are a Global Giant or a Single Owner/Operator you both have one thing in common – a need to be compliant and follow regional safety regulations. SiteDocs allows for feature customizations to best suit your needs no matter the size of your company. 

No. Our current customers come from a wide variety of industries such as Manufacturing, Aviation, Oil & Gas, Forestry, Logistics, Shipping, and many many more.

SiteDocs has won awards for its ease-of-use and is known for its fast adoption among workers. No matter their age, or the amount (or lack of) ‘techy skills’ that your workers currently have, they will find SiteDocs easy to use. Some customers have rolled out training in less than 20 minutes!

How does the same day sound? We are mostly serious. Large, motivated companies have rolled out SiteDocs across multiple sites in less than 10 days. You can have a form created and signed the same day you set up your account. We can move with you as fast as you need. In fairness, with all you have going on, the typical medium size company can roll out in about 30 days.

Yes! SiteDocs is fully customizable and has thousands of customers worldwide.

Yes! Our custom Form Builder can handle just about any form you throw at it and you can make SiteDocs look and feel familiar to the forms your workers are accustomed to. Your company’s logo can be included  on all of your signed forms.

No. As SiteDocs has a specific format for our Forms, any and all Forms will need to be built within the system. We do have a Content Specialist team devoted to developing Forms within SiteDocs to assist with these requests.

Yes! Auto-Share by email makes it easy for you to send your signed forms and resources to other parties through email. The recipients of these emails will receive a live link to the completed document online, as well as a PDF copy of the document. If they are a Worker in your account, they can add a signature to the document once they have reviewed it.

Multi-Account Login allows you to manage multiple SiteDocs accounts using  one email address. Simply log in and from there you will have the ability to choose the account you wish to use.

Yes, SiteDocs will work offline! All forms are stored locally on the mobile device while in offline mode and are synced with the server once you are able to reconnect to Internet service.  If you are using multiple SiteDocs accounts on a single device just remember to connect and sync  before switching accounts.

The SiteDocs Mobile App can be downloaded to any device from the Google Play Store, Apple App Store, and Amazon Store.

SiteDocs pricing is based on an annual recurring subscription. Complete our Get a Quote form and we will give you a call to get you a price quote that fits your company’s size and needs.

You’ve probably said it yourself – safety isn’t a solo sport. Your workers’ safety and your liability are best served by having your whole company on the same page. A specialist will work with you to assess some variables like the number of workers, the number of worksite locations, whether you purchase additional features like SiteDocs Analytics, Workflow Studio etc., that can affect pricing. Speaking to a SiteDocs Safety Expert is the best way to ensure you have accuracy in your price quote.

There is some flexibility to what add-ons can be purchased with SiteDocs, such as SiteDocs Analytics or SiteDocs Workflow Studio; however you will have to purchase the whole SiteDocs subscription. For more information on if Analytics or Workflow Studio would be valuable to your business, please contact our team.

No! There’s lots of help from a world-class Support Team – always.

Once you become a SiteDocs customer you will be given a dedicated Rollout Specialist who will help you and your team get started with SiteDocs. Once you have completed the setup experience and live training calls you can always call or email us if you need additional support. Additionally, you will have access to a well-stocked video and article based Help Center. Enterprise customers will have the option for a dedicated Technical Specialist depending on their contract details. Please note that SiteDocs Support is currently only available in English.

Yes! Simply have Workers set up automatic updates within their device settings. 

Until your account is set up the App will appear blank. If you’re an existing customer or user from a crew, contact your company’s SiteDocs administrator.

SiteDocs stores the information in the Mobile App then syncs as soon as the mobile device connects again to wifi or mobile data. If you know ahead of time that you will be working in a remote area, make sure you are signed into the Mobile App and have the resources you need while one wifi or data to ensure you have what you need to work remotely. Treat it no differently than preparing your material or tools before you go and work remotely.

Our Help Centre can be accessed HERE, as well as directly through your Admin Panel. Simply click on the question mark icon in the bottom left corner and select ‘Knowledge Base’ to view our tutorials!

Your first step is talking with your Safety Manager or HR team. If you need any further assistance, you can contact our Support Team HERE.

Yes! Your data is protected with industry-standard encryption and is stored securely on Microsoft Azure servers, which offer the gold standard in cloud security. Our software undergoes independent third-party audits and certifies our products against AICPA SOC2 Trust Criteria for security, availability, and confidentiality. We also meet privacy requirements under GDPR, PIPEDA, CPPA and more! Read more in our Trust and Security Centre.

You can mass export your Forms to Dropbox or use our Zapier integration. You can also export your Form data into a CSV file or download a single Form as a PDF.

Your data at SiteDocs is stored on secure and encrypted Microsoft Azure servers and is backed up on Amazon redundant servers. You can also mass export your Forms to Dropbox or use our Zapier integration and store it locally. As you own your own information, you have two years to remove it if you decide to leave us. With thousands of happy companies supported worldwide, you’ve already chosen an industry leader – we don’t expect you to go anywhere!

In order to maintain the integrity and security of your SiteDocs account, all signed Forms and Resources in SiteDocs cannot be deleted.

Yes, you can save your SDS or WHMIS documents as PDFs and upload them into your Resources section. With our customizable Resource section you have unlimited options to organize your documents for your Worker’s needs.

11951 Freedom Dr, Suite 401
Reston, VA  20190 USA
1.866.871.1892

Canada

200-2548 Clearbrook Road
Abbotsford, BC  V2T 2Y4
1.866.871.1892

Australia & New Zealand

Lvl 1/204, Clarence St
Sydney, NSW, 2000, Australia
(+61) 1.800.324.903