Cohorts allow you to send site documents, forms, and checklists to specific groups of users. This ensures that only the relevant people receive and complete the required documents.
By assigning documents to a cohort, you can control exactly who sees and signs them, helping keep information organised and targeted across different teams, trades, or sites.
Assign a cohort to a Document
Go here for the full steps on adding a site document to sign in / out. This article outlines how to add a cohort.
Select the Site Documents Tile
Press the + New Site Document Button
Select which sites you want document to go to
Now select who you want to assign the document to. Your options are:
Everyone
An existing cohort (select from your list or create a new one)
People from your selection (pick and choose individuals, trades etc)
Select an existing cohort
Press the select Cohort button
Either tick an existing cohort or select the 'New Cohort' button to create a new cohort
Once selected - continue with the rest of the process (your site document will now only go to your selected cohort).
Select a People based on my selection
You can also choose 'People based on my selection' - this gives you flexibility to pick and choose exactly who you want quickly.
Select the Trades / Subcontractors / Individuals and pick from you address book.
Once selected - continue with the rest of the process (your site document will now only go to your selected cohort).
The document will now only appear for users within that Cohort / Selection
💡 Tips
Use cohorts to control who sees documents
Cohorts are ideal when the same form needs to go to a specific group across multiple sites.
Make sure the correct roles have permission to create or manage cohorts if you want site managers to distribute documents locally.