8 min guideUpdated August 2026App review required

Configure jobsite document requirements

Define regional safety documents and install-job requirements so the right review work appears before a crew goes to site.

Best forOwner / Admin · Project Management / Production · Installer / Field
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings → Jobsite Documents and identify the regions and install-work conditions used by the business.
  2. Add or review each required document type, its applicability and the responsible reviewer.
  3. Confirm the corresponding source template is current and owned by the organisation.
  4. Open a representative install job and verify the expected requirements appear in its Jobsite workspace.
  5. Generate a controlled document, review the populated details and confirm it remains marked for review until a responsible person approves it.
  6. Record the review and update process for future template or regulatory changes.

Good practice

Configuration helps present the right documents; it does not replace site-specific risk review, competent approval or the organisation's legal obligations.

When you are finishedA representative installation job receives the expected document requirements and retains an explicit review state.

Before you begin

  • A responsible person has confirmed the organisation's current regional and site-document policy.
  • Install jobs can be identified consistently.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Jobsite Documents/settings/jobsite-documents

Determines which regional document requirements are offered or required on eligible install jobs.

Open in SignBas3 →
Document Templates/settings/templates

Supplies approved source templates for generated jobsite documents.

Open in SignBas3 →

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.