A document is not showing for staff to sign

When a policy or document does not reach the people who need to sign it, check whether it is archived, who it is assigned to, and where they are.

1 min readUpdated Today

The symptom

You uploaded a document for staff to read and sign, but some people cannot see it.

Confirm the document is not archived. An archived document is hidden from the lists while its record is kept. Restore it if it should still be live.
Check the assignment. A document reaches a person if they match its assigned people, groups, or locations. Make sure the person is covered by at least one.
Check the location and check-in. If the document is assigned to a location, staff see it once they check in to that location, the same as routines.
Check the expiry. A document past its expiry date may be hidden from the active list. Update the document or its date if it is still current.

For uploading documents and requiring sign-off, see Documents and Signing.

If the document is live, assigned to the person, and not expired, and they still cannot see it, contact us at support@paddl-ai.co.

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Work through the most likely reasons a routine is missing from a staff member's app, starting with the one that catches people out most.

When a routine creates no tasks for anyone, the cause is usually the routine setup itself rather than who can see it.

A duplicated routine almost always means it has been assigned in two overlapping ways to the same person.

If reminders and alerts are not reaching a phone, the cause is usually the device, the notification settings, or the type of task.