Electronic Signature

How-to guides for using the Electronic Signature function

Send a Copy of a RAMs document to a Contact
If a contact has signed a RAMs document, they are given the chance to download a copy. If the contact has forgotten to do this, users can send a copy to the...
Tue, 5 Sep, 2023 at 8:07 AM
Send a Copy of a Toolbox Talk to a Contact
If a contact has signed a Toolbox Talk document, they are given the chance to download a copy. If the contact has forgotten to do this, users can send a cop...
Tue, 5 Sep, 2023 at 8:07 AM
Send a Toolbox Talk for Quick Sign (One-Off)
To send a Toolbox Talk document for Quick Sign, first locate the Toolbox Talk you would like to have signed. The toolbox talk module can be found within Tra...
Wed, 27 Mar, 2024 at 7:37 AM
Send a Toolbox Talk for Quick Sign (Recurring)
To send a Toolbox Talk document for Quick Sign, first locate the Toolbox Talk you would like to have signed. The toolbox talk module can be found within Tra...
Wed, 27 Mar, 2024 at 7:37 AM
Update a Recurring Quick Sign
Details for a recurring quick sign can be updated. To do this, first find the toolbox talk which has a Quick Sign set up to be resent periodically.  Onc...
Tue, 5 Sep, 2023 at 8:08 AM
Manage Assigned Contacts for Recurring Quick Signs
The contacts who are assigned to a Recurring Quick Sign can be managed. This is done by reviewing the recurring Quick Sign which has been created.  To a...
Tue, 5 Sep, 2023 at 8:08 AM
Cancel a Recurring Quick Sign
Recurring Quick Signs can be cancelled to prevent them from sending any future Quick Signs. A reason must be given whilst doing this and the system will tra...
Tue, 5 Sep, 2023 at 9:11 AM
Cancel a Quick Sign for a Toolbox Talk
If digital signatures are no longer required for a toolbox talk, the feature can be cancelled. Any invitation links accessed after the feature has been canc...
Tue, 5 Sep, 2023 at 8:50 AM
How to Download a Signed Copy of a Toolbox Talk
The system will send an email to confirm that all persons invited to sign a toolbox talk have completed the Quick Sign. The User may then want a copy of the...
Tue, 12 Sep, 2023 at 8:40 AM