Store company documents: insurance, policies, certifications
Available on all plans
Open Settings → Company Docs (or Company Documents from the settings menu). This is the company-level filing cabinet — separate from project documents, and separate from your workers' certs.
Add a document
Click Add Document.
Pick the category and label it.
Categories: Insurance, Policy, Certification, Other — with common labels like Public Liability Insurance and Health & Safety Policy ready to pick.
Upload the file and set its expiry date, then click Save.
The expiry drives the amber/red renewal status on the list. In the mobile app (More → Company documents → + Add document), pick Photo for a picture of the paper document or File for a PDF or Word file — on Android, Photo opens the system photo picker and shares only the image you select. When something is expiring, the app's Home screen shows a red company-documents alert — tap it to land straight on this list.
Frequently asked questions
What should I store here?
Company-level paperwork you get asked for on every job: public liability, employers' liability and professional indemnity insurance, your health & safety and environmental policies, and certifications. Store it once — it's available across all your projects.
Does it track expiry?
Yes — give a document an expiry date and its status turns amber as renewal approaches and red once expired, so a lapsed insurance certificate can't sit unnoticed.
What file types can I upload?
PDF, DOC, DOCX, or an image (JPG, PNG, WebP, HEIC).
Does the mobile app need access to my photo library?
No on Android: Photo opens Android's system photo picker and The Site Book receives only the image you select — no photo-library permission is requested. On iPhone or iPad, iOS may ask for photo-library access; you can limit access in iOS Settings. File opens the system file browser and needs no photo permission on either platform.
Do documents added in the mobile app open on the website?
Yes — documents added in the app (via Photo or File) sit on the same list — Settings → Company Docs on the website, More → Company documents in the app — and open with View, exactly like web uploads. Documents are stored privately, so each view opens through a fresh secure link rather than a permanent public address — an old link you saved or forwarded stops working after a while; open it from the list again instead.
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