From the home page, select the relevant project:
2. Select 'Documents' at the top of the page:
3. Select 'Create'
4. Enter a 'Title' for the document, select a 'Type' option (if applicable), expiration date (if applicable), Company in which you' d like to grant 'Document Visibility' to, 'Reviewer' and/or Approver (if applicable).
5. You can add the document via 'drag and drop or click' via desktop or take a photo, select from photo library/gallery, or files via mobile device.
6. Select 'Create Document' to save.
7. Once the document is uploaded, select 'Issue':
8. Select the companies who you wish to grant visibility of the document to (this will determine the workers that will become available to select on that list)
- You can filter by 'Onsite Workers' (if Time and Attendance feature is being utilized)
Select the workers who wish to share the document with for signatures.
Note: Assure that the phone number is added to the worker's profile prior to issuing the document.
9. Once the worker(s) are selected, click on 'Add Workers', then click 'Send' to share the document and request electronic signatures.
