Help centre
How to use SkySign.
Step-by-step guides for administrators and staff, checked against the product as it works today. Where something isn’t possible yet, the article says so.
All help topics
Getting started
Set up your organisation, understand roles and sign in.
- Set up SkySign and issue your first documentCreate your organisation, set up groups for your stations and departments, add your staff and issue your first document.
- Roles and permissionsWhat Employers, Superusers and Users can each do in SkySign, and how role changes are protected.
- Sign in and passwordsHow to sign in with email and password or Google, change your password, and what to do if someone forgets theirs.
Documents
Upload procedures, write notices and choose how staff acknowledge them.
- Upload and issue a PDF policyUpload a PDF procedure, choose who it goes to, the acknowledgement statement, priority, reminder and due date, then review and issue it.
- Write a document or send a messageWrite a bulletin or procedure in the built-in editor, or send a short message for acknowledgement, without creating a PDF.
- Choose an acknowledgement statementThe four acknowledgement types in SkySign, the exact statement staff accept for each, and when to use which.
- Add a knowledge checkAdd multiple-choice questions to a document, set a pass mark and require staff to pass before they can acknowledge it.
Distribution
Send documents to groups and stations, and how staff are notified.
- Assign a document to groups or peopleSend a document to groups or named people when you issue it, add assignments later, and what happens when people join a group.
- Set up groups for stations and departmentsUse groups to model your stations and departments, so documents reach the right teams and completion is compared group by group.
- Notifications and remindersWhen SkySign emails staff, how to nudge people who have not acknowledged, and how the scheduled Auto Nudge reminder works.
People
Invite, import, disable and manage the people in your organisation.
For staff
What employees see and do when a document arrives.
Tracking and records
Follow completion, export evidence and understand what is kept.
- Track completionSee completion for the organisation, each document, each group and each person, and find who is outstanding or overdue.
- Export an audit reportExport acknowledgement records as CSV or a PDF report, filtered by document and date, and print a certificate for a single record.
- Keep records, or delete themWhat deactivating, deleting and disabling do to documents, people and acknowledgement records, so you keep the history you need.
Can’t find what you need? Email support@useskysign.com
Security and data questions: Trust Centre