Having easy access to important documents such as client contracts, safety procedures, and manuals is critical for both office and field operations. Formitize’s document management system allows you to securely store and organize files, ensuring your team can retrieve them whenever needed.
Upload documents through the Documents section in the Web Portal. Files can be categorized into folders and assigned specific access permissions based on user roles. For example, field staff might have access to site-specific safety guidelines, while managers can view sensitive client agreements.
This feature is particularly useful for businesses that require field staff to reference documents on-site. Instead of carrying physical paperwork, employees can access digital versions directly through the Formitize app, even when offline. Any updates to documents are automatically synced across all users, ensuring everyone has the most current information.
By centralizing document storage, businesses reduce administrative burden, minimize paperwork, and ensure staff have the resources they need to perform their jobs effectively.
