Documents and forms
Assign. Sign. Track currency.
Every policy, procedure, and form assigned, signed, and tracked. Document currency across every worker and site. Nothing expires unnoticed.
Digital signatures
Workers acknowledge and sign documents on mobile, with each response tracked against the worker record.
Currency tracking
Document expiry dates tracked across every worker and site. Renewal alerts sent automatically.
Version control
Every document version tracked. New version issued and signed-off across your entire workforce automatically.
Bulk assignment
Assign a document to all workers on a site, a team, or your entire organisation in one action.
Custom forms
Build custom forms for your operation. Safety observations, toolbox talks, pre-start checks.
Audit pack generation
Generate a complete audit evidence pack — all signed documents, training records, and compliance evidence — with one click.
How it works
Simple from day one.
Create or upload
Create documents in SiteSherpa or upload existing policies and procedures.
Assign to workers
Assign to individual workers, teams, sites, or your entire organisation.
Workers sign on mobile
Workers receive notification and sign on their phone. Tracked automatically.
Currency tracked
Expiry dates monitored and renewal reminders sent so the responsible team can keep records current.
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Built for the field. Not a checkbox.
- Currency tracking across every worker — know instantly if anyone has an expired document
- Workers sign on mobile in seconds — no printing, no scanning, no lost paperwork
- New document version distributed and signed across entire workforce automatically
- Audit pack generated on demand — every signed document, instantly exportable
- Custom forms builder — create any form your operation needs
Every document signed. Every expiry tracked.
No more chasing signatures or discovering expired documents at audit.