Every Document. Centralised. One Source of Truth.

Don't you wish all your compliance documents — uploaded by contractors, suppliers, and management teams — were stored in one centralised, cloud-based hub with smart categorisation, version control, and access permissions that keep everything current and accessible? Now you can. With Forsite's Document Storage, maintain a complete digital record of every document across every site, with full audit trails and accountability behind every upload, change, and access — through the portal or app.
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Stored Against the Entity It Belongs To

A shared drive holds files without knowing what they are. In Forsite, every document is stored against the entity it belongs to: a company, a service provider, a contractor or a site. Each document carries one current version, its own access rules, and a record of every change, so what you open is always the version that counts.

Document Storage

Every Version Stays on Record

Upload a replacement and the previous file does not disappear. Forsite keeps the version history, shows the current document by default, and lets you see what changed and when an earlier copy was superseded.

You Decide Who Sees What

Each document carries its own access permissions, so an open policy and a restricted file are not treated the same. Sensitive uploads can stay private until they are reviewed and resolved, then open only to the people who need to see them.

Opened Through Secure Links

Documents open through secure, expiring links rather than copies emailed around the site. Access runs through the platform, so a file is never a loose attachment sitting in an inbox after the person who was sent it has moved on.

Categorised as It Lands

Smart categorisation files each document by entity and type the moment it is uploaded, so your compliance records have structure from the start. That is what lets you filter to one site's certificates, or one provider's insurance, without scrolling a single long list.

Document Storage

A Trail Behind Every Document

Every upload, change and view is recorded against the document and the person responsible. When an auditor asks who held the current insurance certificate on a given date, or who last opened a site procedure, the answer is already on file rather than reconstructed from memory.

See Document Storage in Action

Watch a certificate uploaded and categorised, given its access permissions, replaced with a newer version that keeps the old one on record, and opened through a secure link.

For Your Role

What It Means for Your Team

One

hub, every document

Every

change kept on record

No more document chasing

Find required docs fast, right in the workflow you’re already managing.

Full control of compliance records

See what’s missing, what’s expired, and who has access—instantly.

Upload once, used everywhere

Submit documentation once and it applies across all assigned clients and sites.

Total documentation oversight

Review documentation compliance across all providers, all sites, any time.

The Problem we're Solving

Compliance documents aren’t useful if no one can find them.

Paper files, email chains, or buried folders don’t scale. Forsite ensures critical documentation are stored securely and surfaced automatically as part of your site workflows.
01
Documents live in too many places
Documents are spread across email, cloud folders, or multiple tools.
02
You don’t know what’s current
Expired documents are hard to track, and versioning isn’t visible.
03
Sharing is insecure or manual
Files are emailed, downloaded, or sent around—not traceable or protected.
How it Works

How Forsite Makes It Easy

01

Store Documents by Entity

Organise files by company, service provider, contractor, or site
02

Share Securely with Providers

Grant access to key documents—like policies, procedures, or site conditions—without leaving the platform.
03

Search Across Your Entire System

Quickly find inductions, permits, and documents with powerful search and filters.
04

Stay Ahead of Expiry

Track expiry dates on documents so certificates and insurances are renewed before they lapse, rather than turning up out of date at check-in.
Ready to streamline your process? Get a closer look at how Forsite simplifies every step.
Trusted On Site

“What we value in Forsite is the ability to manage a range of site and health and safety requirements across our national portfolio of properties — all within one simple to use web portal. There are regularly new features or enhancements made being deployed, which further improves the value of the solution to us.”

Simi Mukherjee

Head of Facilities & Sustainability - PMG Funds Group

Related Features

These features work together to keep your site compliant from day one.

Forsite features are designed to connect—automating tasks, reducing admin, and keeping your sites safe and compliant
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Site Inductions

Induction completions are stored in Documents for auditing.
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Permits to Work

Permit forms and approvals are stored in Documents.
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Service Provider Management

Link compliance documents directly to provider records.
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Form Builder

Automatically store form submissions—inspections, assessments, audits—in the right folder.
Everything works better, together. Explore the tools that connect seamlessly with this feature.
Contact us

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