Site documents make it quick and easy to distribute important information — from RAMS and Toolbox Talks (TBTs) to briefings and site notices. No more chasing paper copies or waiting for signatures: your team are prompted to read and digitally sign documents at sign-in or sign-out or push a document out at anytime. Managers have an instant audit trail of who has read and signed what.
Documents can be assigned to all sites, a single site, or targeted cohorts, and delivered digitally as either a PDF or Chime Form.
Adding Your Document
Go to Site Documents Tile → Site Documents tab.
Click + New Site Document.
Set up Your Requirements
Choose scope: All Sites, Site Cohort or One Site (pick the site) → click Next.
Choose audience: Everyone, cohort (pick a cohort) or an individual / selection → click Next.
Enter Name of Site Document and Tags (optional) → click Next.
Choose delivery method:
PDF → Upload the file; or
Chime Form → Choose a checklist from the picker → click Next.
Set Schedule
Set signing & schedule options:
When to sign
Sign In
Sign Out
Anytime
NB: If select Anytime, set the time you want the notification to go out ie: 13:00.
Anytime Document Notifications
When a document is set to Anytime, a push notification is automatically sent to the relevant individuals, appearing as a pop-up on their device. The notification can also be found at any time in the notifications area of the mobile app via the bell icon at the bottom of the screen.
If someone misses these notification or has not yet signed the document, it will automatically be added to their sign out flow - ensuring it is captured and signed before the end of the day.
How often
Once
Daily
Weekly
Monthly
Availability
Always
Between dates (select dates)
Minimum reading time
Select a minimum reading time.
Click the Document name field to edit, then click the green check to save.
Deactivating a Form
To deactivate a document, click Deactivate, then Confirm.
To view deactivated documents, open the Deactivated tab.
Use Case
Managed by super users, admins, or contracts managers to keep sites compliant and teams up to date.
💡 Tips
Use clear naming (e.g., RAMS – Electrical – Jul 2025) so crews recognise documents.
Deactivate outdated versions to keep the Active list tidy.
Target by cohort for role-specific documents (e.g., subcontractors, first aiders).
Set a minimum reading time for critical safety docs.