Admin Guides
Templates
- Setting up Email Templates | SiteBook Help Center
- Notifications: How to Create Notification Groups | SiteBook Help Center
- Updating Document Templates | SiteBook Help Center
- Mail Merge Fields - SWMS Report | SiteBook Help Center
- Documents: Copy Folder Structure from a Project Template | SiteBook Help Center
- Updating Contact Person on SWMS | SiteBook Help Center
- Setting up Induction SWMS for Projects | SiteBook Help Center
- Project Setup: Add Locations On-site (To-Dos, Incidents & Actions) | SiteBook Help Center
- Updating a SWMS Template | SiteBook Help Center
- Create Checklist Template | SiteBook Help Center
Contractors
Staff and Contacts
Subscription and Billing
Projects
- Email Contractors their PCBU Checklist | SiteBook Help Center
- How to make a Project Active / In-Active
- Exporting Project List | SiteBook Help Center
- How to create a Permit Template in SiteBook | SiteBook Help Center
- Sharing SWMS to Contractors | SiteBook Help Center
- Remove a Project | SiteBook Help Center
- Roles: How to Edit/Add Project Roles in SiteBook. | SiteBook Help Center
- Accessing Project Setup | SiteBook Help Center
- How To Turn Permits on for a Project | SiteBook Help Center
- Permit Work Flow | SiteBook Help Center
- Completing an Induction | SiteBook Help Center