The AirSign Apps

AirSign is more than signing. Alongside sending documents there is a set of apps for the people you work with, the customers you serve, the assets you look after and the work you schedule - all sharing the same people, documents and settings. This guide shows you around the Apps home and how the apps fit together.

Where to find it

Select the apps grid icon in the top bar (next to the AirSign logo) from anywhere in AirSign. If your organisation uses any app beyond signing, you also land on the Apps home Dashboard when you sign in.

Step 1: Pick an app

The Apps page lists every app you can open, grouped by what it is for. Select a card to open that app - each one has its own top bar and left menu, and the apps grid icon always brings you back here.

The Apps page with app cards grouped under Sign & Documents and Workforce

How the apps fit together:

  • Sign & Documents - AirSign sends documents for signing; AirSign Compliance tracks every signed or uploaded document over its life (expiry, renewal, re-signing); AirSign Forms runs inspection and audit checklists; AirSign Wiki holds your policies and procedures.
  • Workforce - AirSign People is everyone on your books and what each person must hold; AirSign Training, AirSign Schedule, AirSign Timesheets and AirSign Projects train, roster, pay and crew those same people.
  • Customers & Assets - AirSign CRM for leads and customers, AirSign Assets for vehicles, equipment and tools, each with the documents they must hold.
  • Misc - AirSign Social for social posts and AirSign Automate for automations that connect the other apps.

The common thread is requirements: you say which documents, training or forms a person, customer or asset must have, and AirSign Compliance keeps track of what is on file, what is expiring and what is missing.

Step 2: Check the Dashboard

Dashboard gathers what needs your attention across every app into one page - documents expiring soon or lapsed, timesheets awaiting approval, training invites still out, open crew slots and more. Numbers in red need action. Select a card to jump into that app. Underneath, Needs attention lists the documents closest to expiring; select one to open it, or Open Compliance to see them all.

The Apps Dashboard with a card per app and the Needs attention list

Step 3: Use My work for your own tasks

If you are also on your organisation's books yourself - for example a manager who clocks in or holds a licence - the left menu shows a My work section. It holds your own documents to sign, forms, training, requirements, shifts and timesheet, the same pages your staff see on their phones. If you are not linked to a person in the organisation, the section does not appear.

Step 4: Search apps and settings

The Search apps & settings box at the top of the left menu finds any app, any page inside an app and any setting. Press / to jump to it, type a word such as "requirements" or "roles", and pick a result to go straight there. Results are grouped by app, so you can see at a glance that several apps have a page of that name.

Searching for requirements lists the Requirements page in each app

Settings in the left menu opens every app's settings on one page.

Step 5: Recognise a locked app

Apps that are not part of your plan stay visible but are slightly faded and carry a Learn more badge (in search they show Locked). Selecting one opens a page about the app with a Request access button, so you can ask us to switch it on. Apps your administrator has not given you access to through permission groups are hidden instead.

A locked app card with a Learn more badge next to an unlocked app

Tips

  • Start each day on the Dashboard - anything in red is waiting on someone in your team.
  • Want an app that shows as locked? Use Request access or contact us and we will switch it on for your organisation.
  • Can't see an app a colleague uses? Ask an admin to add it to your permission group.

Need More Help?

Related guides: Adding People, Tracking Compliance, Team Access and SSO. See our FAQ section or email support at [email protected].