Site360 Quick Reference Guide 4: How to Provide Supporting Documents

After your Risk Profile is approved, you must upload and manage your company’s insurances and licences in Site360.

Accessing the Documents Tab

1. Open the Documents Tab

• Select Documents in the Site360 dashboard to view required insurances and licences.
  

2. Identify Mandatory Documents

• Mandatory documents are marked with a red asterisk next to their name.

Uploading Supporting Documents

3. Upload a Document

• Click UPLOAD beside the document name to open the upload pop‑up.

• Complete the required fields (e.g., document type, issue/expiry dates).

• Select the file from your computer and confirm.

4. Submit All Documents

• Once all mandatory documents are uploaded, click SUBMIT DOCUMENTS.

• Status will change to Awaiting Review.

Reviewing Document Status

5. Monitor Status Changes

• Awaiting Review: Your documents are under review by Site360.

• Reviewed: Document meets requirements.

• Rejected: Document needs action; feedback will be provided.

• Status updates also appear under the Details tab.

6. Expiry Tracking & Reminders

• Expiry dates are tracked automatically in Site360.

• Email reminders are sent 30 days before expiry to the company administrator.

• If a document expires without replacement, its status will update to Expired.

Editing or Deleting Documents

7. Edit an Existing Document

• Click EDIT to update document details or replace the file.

• Click SUBMIT DOCUMENTS after changes to resubmit for review.

8. Delete a Document

• Click DELETE to remove a document entry.

• Click SUBMIT DOCUMENTS to finalise and trigger status updates.

Support

If you encounter any issues, contact Site360:

• Phone: 1300 853 990

• Email: support@site360.io