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Accessing event docs and site details

How to view documents, site info, and asset details for an event on mobile.

Before starting work on site, you may need to check documents like floorplans, risk assessments, or access instructions.

Viewing event documents

To view documents attached to an event:

  1. Open the event from your events list.

  2. Tap the Docs tab.

  3. Tap any file to open or download it.

Documents can include PDFs, images, floorplans, and any other files your office team has uploaded. Some documents may be inherited from the client, project, or asset record.

Checking site details

To check the site address and asset details for an event:

  1. Open the event and tap the Info tab.

  2. The client name, asset name, and address are shown in the event details section.

If a document requires acknowledgement, you will see a prompt to confirm you have read it. Tap to acknowledge before starting work.

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