Enabling access for your foremen is an essential step that allows them to be your point person on any job. You may allow the job’s foreman to sign, share, and remove the job’s documents. This access is valid as long as the job date is the current date or in the future. It’s quick and easy to edit access in Setup.
1. Go to SETUP and click the blue EDIT button.
2.Scroll down to FOREMAN DOCS and choose SHARE AND REMOVE ADDITIONAL DOCS. This gives the foreman assigned to the job full access view, share and remove the job’s additional documents. This access is valid as long as the job date is the current date or in the future.
3. Go back to the top and click SAVE, and you’re ready to go. Now your foreman have full access to share documents, and collect signatures on the jobs they are assigned to. Be sure to test any new functionality before using it on site.
If you have any questions about foreman access to docs and e-signature, or any questions in general, please email us at email@example.com