SiteDocs Features
All the tools you need
From building forms to monitoring compliance, all your safety compliance needs are at your fingertips.
SiteDocs Features
All the tools you need
From building forms to monitoring compliance, all your safety compliance needs are at your fingertips.
Setup and Rollout

Create Forms
Easily build any of your forms
- Choose from 16 different form item types
Use a wide variety of input fields to re-create and enhance your existing forms - Repeatable and collapsible sections
Let users repeat a set of questions with a single tap or collapse sections that aren't needed - Private forms
Designate forms as private so signed copies can only be viewed by administrators
Upload PDF Files
No more binders
- All your safety documents in their pocket
Give workers instant access to your safety documents like Safety Manual, SDS, and Safe Work Practices - Instant Distribution
No need to print, photocopy, and deliver to job sites. Upload your documents and they'll be automatically sent to every worker's device - Bulk Upload
Save time by uploading as many PDF files at a time as you want


Add Locations
Stay organized with locations
- Forms are automatically filed and stored by location
View and search for all forms signed at a location - Assign workers to specific locations
Manage which workers are assigned to specific locations in your account - Auto share by locations
Automatically share all forms from a location to other companies
Add Workers
Manage and track all your workers
- Custom worker profiles
Create a profile for each worker with their information and signature history - Track worker certifications
Add individual certificates to workers and easily track expiry dates - Grant mobile access
Give individual workers access to the SiteDocs mobile app with customizable permission settings

Ensuring Safety on Site

Fill Out Forms
Easy to learn, easy to use
- You don't need to be tech-savvy
The simple and intuitive mobile app makes filling out forms easy and efficient - Start and stop forms as needed
In-Progress forms allow workers to automatically save a draft and finish it later - Voice Dictation
Don't want to type? Fill out text fields with your voice

Flag & Follow-Up
Flag items for follow up
- Corrective actions and more
Track corrective actions and use the form builder to customize additional Follow-Up types - Flag any form item
Add a Follow-Up to any of your form items and automatically notify workers directly on their device - Assign a due date and worker
Make sure flags are followed up by assigning a worker and a due date

Add Photos
Enhance your due diligence with photos
- Say a 1,000 words with a snap
Use photos to document failed inspections, incidents, injuries, or equipment wear and tear - Add annotations
Circle key areas or draw arrows to address specific areas of concern in photos - Comment on each photo
Add additional commentary to any of the photos added to your form

Digital Signatures
Capture worker signatures
- Automatic date and time stamp
Know exactly when forms are signed by a worker - See GPS location of each signature
Be sure that worker are signing forms on the job site

Certifications
Track your certifications and training
- All your certifications in your pocket
Supervisors and workers have all certification details on the mobile app - Know when certifications are expiring
Easily check that worker's certifications are up to date or about to expire - Add certifications
Workers can add certification with details and an image of the certification to stay up to date

SiteDocs Chat
Improve Your Safety with In-App Chat
- Remind Workers to complete Forms
Messages will show up on Worker's phones as push notifications right on their devices. - Message all Workers at a Location
Easily inform Workers of updates or emergency notices and keep track of job site check in/out with time stamps on every message. - Send Company-Wide Announcements
Send reminders, updates, emergency notices, or any important announcement to every Worker in seconds.

Offline Mode
No network? No problem
- Sign offline and upload later
Forms will be saved on your device and will automatically upload as soon as you are back online - Access documents offline
Continue to access signed forms and safety documents, even without an internet connection
Improve Compliance with Real-Time Monitoring
Safety Inbox
Track forms just like emails
- Read and unread forms
Easily see any forms that are unread so you can review and sign off if needed - Scan and click through forms
Advance with arrow keys to efficiently review your safety forms - See worker signatures at a glance
Click to quickly view the workers who signed a form


Signed Document Report
Monitor your safety as it happens
- Stay up-to-date
See every form signed at every job site, in real time - Improve accountability
Know which workers did or didn't fill out required documentation - Keep track of critical forms
Quickly see critical forms that require your immediate attention like a Near Miss or an Incident Report
Real-Time Tracking
Stay up to date with your safety
- See every form signed at every job site, in real time
- Improved accountability for workers to fill out required documentation
- Quickly see critical forms that require your immediate attention like a Near-Miss or an Incident Report


Analyze Data
SiteDocs Analytics
- Custom Dashboards
Use pre-made dashboards or create your own - Advanced Filtering
Filter entire dashboards quickly and easily - Smart suggestions
Advanced artificial intelligence for data, widgets, and other helpful tools
Integrations and Sharing

Auto-Share Forms
Easily send and share your forms
- Auto-share by email
Set rules for forms to be auto-emailed when completed at a specific location - Auto-share to another account
Send signed forms to be reviewed by another SiteDocs user like a prime contractor or a supervisor
Public API
Create helpful workflows
- Execute specific commands
Create, read, update and delete functions to customize your safety compliance operation - Connect your software to SiteDocs
Give your developers the tools to connect your software to SiteDocs using our Public API


App Integrations
Connect with thousands of apps
- Zapier integration
Trigger automations on every new signature, completed form, and expired certifications - Dropbox integration
Store a PDF copy of each of your signed forms right in your Dropbox account
Setup and Rollout

Create Forms
Easily build any of your forms
- Choose from 16 different form item types
Use a wide variety of input fields to re-create and enhance your exiting forms - Repeatable and collapsible sections
Let users repeat a set of questions with a single tap or collapse sections that aren't needed - Private forms
Designate forms as private so signed copies can only be viewed by administrators

Upload PDF Files
No more binders
- All your safety documents in their pocket
Give workers instant access to your safety documents like Safety Manual, SDS, and Safe Work Practices - Instant Distribution
No need to print, photocopy, and deliver to job sites. Upload your documents and they'll be automatically sent to every worker's device - Bulk Upload
Save time by uploading as many PDF files at a time as you want

Add Locations
Stay organized with locations
- Forms are automatically filed and stored by location
View and search for all forms signed at a location - Assign workers to specific locations
Manage which workers are assigned to specific locations in your account - Auto share by locations
Automatically share all forms from a location to other companies

Add Workers
Manage and track all your workers
- Custom worker profiles
Create a profile for each worker with their information and signature history - Track worker certifications
Add individual certificates to workers and easily track expiry dates - Grant mobile access
Give individual workers access to the SiteDocs mobile app with customizable permission settings
Ensuring Safety On Site

Fill Out Forms
Easy to learn, easy to use
- You don't need to be tech-savvy
The simple and intuitive mobile app makes filling out forms easy and efficient - Start and stop forms as needed
In-Progress forms allow workers to automatically save a draft and finish it later - Voice Dictation
Don't want to type? Fill out text fields with your voice

Flag & Follow Up
Flag items for follow up
- Corrective actions and more
Track corrective actions and use the form builder to customize additional Follow up types - Flag any form item
Add a Follow-Up to any of your form items and automatically notify workers directly on their device - Assign a due date and worker
Make sure flags are followed up by assigning a worker and a due date

Add Photos
Enhance your due diligence with photos
- Say a 1,000 words with a snap
Use photos to document failed inspections, incidents, injuries, or equipment wear and tear - Add annotations
Circle key areas or draw arrows to address specific areas of concern in photos - Comment on each photo
Add additional commentary to any of the photos added to your form

Digital Signatures
Capture worker signatures
- Automatic date and time stamp
Know exactly when forms are signed by a worker - See GPS location of each signature
Be sure that worker are signing forms on the job site

Certifications
Track your certifications and training
- All your certifications in your pocket
Workers have all their certifications and certification details on the mobile app - Know when certifications are expiring
Easily check that worker's certifications are up to date or about to expire - Add certifications
Workers can add certification with details and an image of the certification to stay up to date

SiteDocs Chat
Improve Your Safety with In-App Chat
- Remind Workers to complete Forms
Messages will show up on Worker's phones as push notifications right on their devices. - Message all Workers at a Location
Easily inform Workers of updates or emergency notices and keep track of job site check in/out with time stamps on every message. - Send Company-Wide Announcements
Send reminders, updates, emergency notices, or any important announcement to every Worker in seconds.

Offline Mode
No network? No problem
- Sign offline and upload later
Forms will be saved on your device and will automatically upload as soon as you are back online - Access documents offline
Continue to access signed forms and safety documents, even without an internet connection
Integrations and Sharing

Auto-Share Forms
Easily send and share your forms
- Auto-share by email
Set rules for forms to be auto-emailed when completed at a specific location - Auto-share to another account
Send signed forms to be reviewed by another SiteDocs user like a prime contractor or a supervisor

Public API
Create helpful workflows
- Execute specific commands
Create, read, update and delete functions to customize your safety compliance operation - Connect your software to SiteDocs
Give your developers the tools to connect your software to SiteDocs using our Public API

App Integrations
Connect with thousands of apps
- Zapier integration
Trigger automations on every new signature, completed form, and expired certifications - Dropbox integration
Store a PDF copy of each of your signed forms right in your Dropbox account
Improve Compliance with Real-Time Monitoring

Safety Inbox
Track forms just like emails
- Read and unread forms
Easily see any forms that are unread so you can review and sign off if needed - Scan and click through forms
Advance with arrow keys to efficiently review your safety forms - See worker signatures at a glance
Click to quickly view the workers who signed a form

Signed Document Report
Monitor your safety as it happens
- Stay up-to-date
See every form signed at every job site, in real time - Improve accountability
Know which workers did or didn't fill out required documentation - Keep track of critical forms
Quickly see critical forms that require your immediate attention like a Near Miss or an Incident Report

Real-Time Tracking
Stay up to date with your safety
- See every form signed at every job site, in real time
- Improved accountability for workers to fill out required documentation
- Quickly see critical forms that require your immediate attention like a Near-Miss or an Incident Report

Analyze Data
SiteDocs Analytics
- Custom Dashboards
Use pre-made dashboards or create your own - Advanced Filtering
Filter entire dashboards quickly and easily - Smart suggestions
Advanced artificial intelligence for data, widgets, and other helpful tools
Book A DemoÂ
See For Yourself
Schedule a 30 minute web session to see a web presentation and get your questions answered.
Don't waste another minute with paper


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