Compliance Folder System

Secure Access to Online Document Storage and Signoffs

Cloud-based online folders for digital forms, assessments, policies, and procedures

Just like the folders on your desktop computer, BIStrainer lets you upload and organize multiple documents and files into an easily-accessible, cloud-based storage location. This feature gives your employees an easy and convenient way to access company documents and reports, and even lets them sign off and accept any required HR documents. The BIStrainer Compliance Folder System also automates expiration alerts and reassignments for time-sensitive forms and documents.

  • Sign-off Reports
  • Digital Signatures
  • Mobile Compatibility
  • Permission Management

Create hundreds of customizable compliance folders

Provide your employees with easy access to a wide variety of company documents, including:

Sign-OffReports

DigitalSignatures

MobileCompatibility

Permission Management

Rights and Permissions

StreamlinedSign-Off

UpdateManagement

Document History Reports

Getting Started with Compliance Folders

Upload Company Documents and Policies

Once you create a new folder, you can then upload Word, PDF, or Excel documents, as well as interactive digital forms, into the feature. Once the documents are uploaded, you can set up specific rules for each document, such as access and editing permissions, digital signature requirements, affirmation statement review requests, and much more.

Assign Access Rights and Permissions

Using the advanced permission management system, administrators can assign editing and access permissions for specific folders and map out employee assignments for sign-off requirements. You can assign a folder by location, system role, company role, or a combination of location and role. For example, you can assign a specific folder to both Crane Operators AND your Denver site, meaning only crane operators working at the Denver site will have access. By mapping out user access in this way, relevant folders will be instantly and automatically added to the relevant employee’s home page. Assigned folders can be accessed through the “Assigned” section, under the “Training” tab.

Employee Sign-off on Forms

The BIStrainer Policies and Procedures Sign-Off software can activate a Terms and Conditions button whenever a user opens a specified Word, PDF, or Excel document. Users are then prompted to read the document’s details, check the affirmation statement, and then digitally sign off to confirm they have read and/or filled out the company document. Documents will move from the ‘in progress’ section of the home page to the ‘completed section as they are filled out by the employee. If a document is updated or expires, it’s associated folder will automatically move back to the ‘assigned’ section.

  • Receive detailed or summary reports on completed and overdue or outstanding forms.
  • Highlight document updates. The ability to quickly and easily find and understand changes to policies and procedures is critical for maintaining the health and safety of your workforce. Highlighting updated sections quickly alerts your employees to changes and revisions while still giving them the entire document to review and sign-off on.

Some of the Great Companies Already Using the BIStrainer System

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See It For Yourself

Increase compliance with safety policies and procedures by using the secure document folder system available through BIStrainer