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Documents

What this is

SureSign keeps two kinds of files together in one place for a project: uploaded documents (files you add yourself) and generated documents (PDFs and Excel workbooks SureSign produces, such as payment certificates and variation orders).

Who can use it

Any authenticated user with access to the project — Client, Admin, and Super Admin accounts alike — can upload, preview, download, and delete documents. This is not restricted to Administrator accounts.

Where to find it

  • Project level: Project → Documents, with an Uploaded Files view and a Generated Documents view. Uploading, folders, and generating documents all happen here.
  • Organisation-wide: Documents in the tenant workspace Workspace menu is a search and discovery page across every project you can access. See Global Documents.

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