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See who has signed and download the signed record

Check signatures and download one PDF for your records

Open any site document to see who has signed it and when. You can download one PDF that holds the document and all of its signatures, ready for audits or client requests.


Finding a site document

  1. Open the Site Documents tile.

  2. Use the tabs to narrow the list: Active, Pending, Completed, Deactivated or All.

  3. Use Search or the filters to find the document.

  4. Select Open button on the document.

Seeing who has signed

  1. The panel on the right shows each person who has signed that document.

    • For PDFs this is Who has signed, with the time under Signed at.

    • For forms this is Who has completed, with the time under Completed at.

    • The Sign in, Sign out and Any time columns show when each person signed.

  2. For documents signed more than once (Daily, Weekly or Monthly), pick a date on the calendar to see who signed that day.

  3. Select the refresh icon to update the list.

Downloading the signed record

  1. With the document open, select Download.

  2. A PDF downloads containing the document and all of the signatures.


Use Case

Super Users and Site managers checking everyone has signed before work starts, and H&S managers or contracts managers preparing evidence for audits or clients.


💡 Tips

  • Download the signed record for audit evidence

  • Use the Site filter to see all the documents on one site.

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