Get your crew to sign off documents from their phones
Available on all plans
Every project gets one sign-off link for the whole crew. Text or WhatsApp it to everyone on site — each worker picks their own name, reads the documents that need signing and signs from their phone. Every sign-off is timestamped, tied to the exact document version, and recorded against that worker.
Create the crew link
Open your project and click the Workers tab.
Add everyone who'll be on site to the worker list first — workers sign by picking their name from this list.
Scroll to the Crew sign-off link card and click Get sign-off link.
Click Copy and send the link to your crew.
One link works for the whole crew — text it, WhatsApp it, or stick it in the site group chat.
Rotate or revoke the link
On the same Crew sign-off link card: New link issues a fresh link and kills the old one (use this if a link has been shared too widely), and Revoke disables the link entirely until you create a new one.
What workers can and can't do
Workers can only claim a name that's already on your project worker list — there's no self-registration, so you stay in control of who signs. Each worker lands in their own personal portal showing the documents that need their signature. See what workers see when they open the link.
Once signatures come in, check them on the document's Worker Sign-Off panel — see where to find who has signed.
Frequently asked questions
Do workers need an account or an app to sign?
No. The crew link opens in their phone browser. They pick their name from your project worker list, read each document and sign — nothing to install, no login to create.
Which documents do workers sign off?
Site inductions, toolbox talks and emergency plans always collect sign-off on every plan. On Business and above you can additionally require RAMS sign-off per project (Access tab). Construction Phase Plans don't collect worker sign-off, and COSHH assessments are shown to workers view-only.
What if the link gets shared outside my crew?
Workers can only pick names already on your project worker list — nobody can add themselves. If a link leaks, press New link on the Workers tab: the old link stops working immediately.
Is the crew sign-off link on the free plan?
Yes — worker sign-off works on every plan, including Starter.
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