Contacts

Create a New Contact
Creating contacts will help save time when it comes to inviting someone to sign a RAMs or Toolbox Talk document. Contacts can be found within the Training &...
Tue, 5 Sep, 2023 at 8:47 AM
Create a New Group For Contacts
Grouping contacts can help track where they belong. This can also help speed up the invite process as the contacts tab within Quick Sign can be filtered to ...
Tue, 5 Sep, 2023 at 8:47 AM
Add a Certificate to a Contact
A training matrix is available within the system. This can be found within Training > Training Matrix. Contacts will need to have certifications assigned...
Wed, 27 Mar, 2024 at 9:12 AM
Remove a Certificate From a Contact
If a certificate needs to be removed from a contact, there are two options for this. In this help file we will look at how to remove the certification by v...
Wed, 27 Mar, 2024 at 9:12 AM