Visitor and Contractor Management (Formerly Sine)

Easily invite your users to complete a workflow with CSV upload and simple tracking of their completion status.

Bulk-invite users to complete a workflow with CSV upload

Quickly view essential workflow information from the response table view, with 'Available in Table' for multiple choice and text box fields.

Add custom fields to the Workflows response table view

This article explains how to provide and manage access for the Sine Workflows admin dashboard

Team Permissions - Workflows

Use approval conditions to flag responses for manual review, while 'correct' responses are automatically approved.

Set up approval conditions for a workflow

Delegated Workflows Responses

Export the content of your workflow responses to a CSV

How to export workflow responses to CSV

Manually add a workflow response from within the Workflows Admin Dashboard.

Admin - Add a Workflow Response

This article demonstrates how to approve or reject responses received from a visitor.

Approving or Rejecting Workflow & Permit Responses

Everything you need to know to get started with Tags for Sine Workflows

Create, edit and assign tags in Workflows

For team admins, here's all the options you have to manage your notification settings within Workflows.

Manage your Workflows notification settings in the web dashboard

Save a certificate or PDF copy for sharing or record keeping

Exporting a PDF copy of a workflow response

Add all relevant contractors working on a job to a permit

Multi Contractor Permits

Manage compliance and jobs better with greater control over responses.

Workflow Response Company & Date Editing

Tim Cameron

Rhiannon Shepherd

Kirk Stanton

Managing Workflows for admins and approvers

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Track the progress of all tickets related to your company.

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