Add a site document to share a PDF or video with people on site and collect a signature from each person. You choose the sites, the people and when they sign. To send a form instead, see Add a Chime Form as a site document.
Adding Your Document
Open the Site Documents tile.
Select New site document.
Choose a site
Under Which sites will this site document apply to? Choose
All sites
One site
A site cohort
If you choose One site or A site cohort, pick the site or site cohort from the list.
Select Next.
Choose who needs to see it
Under Who will this site document apply to? Choose who needs to sign it, then select Next:
Everyone – everyone on the chosen sites.
An existing cohort – pick one or more cohorts.
People based on my selections – pick any mix of Trades, Subcontractors and Individuals.
Name & Tag
Enter a Name for the document. Add Tags if you want to (type a tag and press Enter to create a new one), then select Next.
Upload document
Under Deliver the site document as a:, leave Chime Form unticked and select Upload File to add your PDF, then select Next.
When & How document signed
Set when and how often the document is signed ie Sign in / Sign Out / Anytime. See Choose when a site document is signed for what each option does.
Anytime Document Notifications
When a document is set to Anytime, a push notification is automatically sent to the relevant individuals, appearing as a pop-up on their device. The notification can also be found at any time in the notifications area of the mobile app via the bell icon at the bottom of the screen.
If someone misses these notification or has not yet signed the document, it will automatically be added to their sign out flow - ensuring it is captured and signed before the end of the day.
Enter a Minimum reading time (seconds) if you want people to spend a set time on the document before they can sign. See Set a minimum reading time.
Select Save.
Your site document now appears in the Active tab and is sent to the people you chose.
Use Case
Managed by super users, admins, or contracts managers to keep sites compliant and teams up to date.
💡 Tips
Use clear naming (e.g., RAMS – Electrical – Jul 2025) so crews recognise documents.
Deactivate outdated versions to keep the Active list tidy.
Target by cohort for role-specific documents (e.g., subcontractors, first aiders).
Set a minimum reading time for critical safety docs.