Digital Folders

Digital Folders Software

Cloud-based storage system

Digital Folders - Cloud-Based Storage

cloud-based folder management system

Secure Online Document Storage, Access, and Sign-Off

Similar to folders on a desktop, BIStrainer offers the ability to upload multiple documents and files into a cloud-based storage location for your team. Once uploaded, this feature offers extensive options for providing employees easy access to company documents, reporting on acceptance and sign-off as well as automated expiry alerts and reassignment. Features include:

  • Sign-off Reports
  • Digital Signatures
  • Mobile Compatibility
  • Permission Management

Create hundreds of compliance folders that include:

Sign-Off Reports

Digital Signatures

Mobile Compatibility

Permission Management

STEP 1 - Upload Company Documents and Policies

Once you create a folder, you can upload Microsoft Word documents, PDF policies or procedures, Excel spreadsheets, and even digital interactive forms. With all required documents uploaded, you can set up specific rules for each document, such as who can access them, who can edit them, if a digital signature is needed, the affirmation statement wording, and more.

cloud document management system

STEP 2 - Assign Access Rights and Permissions

cloud based document management system

Using the advanced permission management system, administrators can map out specific user access to edit the folders as well as employee assignments for sign-off requirements. Using the Assignment Type Selectors, you can choose from assigning a folder by location, system role, company role, or a combination like Company Location and Company Role (e.g. Red Deer and all Crane Operators). This assignment mapping will instantly add the folder to the employee’s home page under their Training tab in the Assigned section for them to access.

STEP 3 - Employee Sign-off on Forms

This policies and procedure sign off software provides the ability for the user to click and open the Word, PDF, or Excel document, which activates the Terms & Conditions button and allows the user to read the details, check the affirmation statement, and digitally sign off on the company policy.

As employee sign off on the forms under the Assigned section on their home page, the folder moves to the In Progress section. When all forms have been signed off or completed, it moves to the Completed section.

When a document is updated or expires, the folder automatically moves back to the Assigned section, alerting the user of the new requirement to sign off. Once signed off again, the folder returns to the Completed section.

Included in this document management feature is advanced reporting for each document and summary reports for the entire company. It also includes individual detailed reports on what forms a particular user signed off on and what forms are still outstanding.

The best part is the ability to highlight updates to a new document. If the company makes changes to a document, you can force a user to open it, ask them to read it, highlight the changes for them, and then ask for a signature upon completion of the review. This compliance based system allows the employee to quickly view the specific changes in a workplace health and safety document while at the same time providing them the full document access for review and tracking their agreement.

cloud-base policy and procedure management

Permission Management

When you create a folder, you choose if it will be accessible to specific locations within your company, to all locations, to select users, or to all users. Once created, you can use the advanced permission management system to assign the folder and all its contents to groups based on their role within the system, their company role, or a combination of company role and location. Whoever is assigned the folder will see it on his/her homepage under Assigned.

Streamlined Sign-Off

When users open a folder, all of its contents are accessible in an easy-to-view list and ready to be read and/or completed. Each file within the folder can be set up with a requirement for employee signoff and agreement. Simply include a message when the document is first opened, a terms and conditions statement that needs to be agreed to, and an agreement or affirmation statement with a checkbox and/or signature requirement. As users sign off on policies or procedures, the folder moves to the In Progress section of their homepage. Once they complete all requirements of the folder, it moves under Completed.

Update Management

As industry changes, so do your policies and procedures. When updates occur, the folder system ensures none are missed. Any time a change is made to a file within a folder, the folder returns to each user’s Assigned section of his/her homepage. Any forms that were updated will have a yellow warning icon beside them. You can highlight all changes within the form or in the terms and conditions section, and the employee must sign off on it again before the folder will move back to complete.

Document History Reports

Tracking which documents have been reviewed and submitted is easy with this application. Admin users can go into any folder they have access to, select a file, and download a comprehensive history report for that document. This generates an Excel report that details who opened each form and the date on which they signed off.

Some of the Great Companies Who Use the BIStrainer System

Want to learn more about how you can utilize our folder system to increase your employee compliance? Let us know!

How We Help

At BIS, we take great pride in how we can positively impact others on a global scale. We create engaging online safety modules to ensure the safety of our customers and clients, and tailor the modules to fit our clients' needs. Keeping each other safe is a critical responsibility that makes a large impact on the organizations that we work with. We take pride in our ability to cultivate a positive, safe and healthy work environment.

What We Do

Our organization is committed to fostering a culture of inclusivity and innovation, and we stand by our core values: Compassion, Humility, and Integrity. We believe that a positive and supportive work environment is essential for the success of our business and the well-being of our employees. Compassion and Inclusivity is at the core of our culture. We strive to create an environment where everyone feels valued, respected, and supported. Collaboration is another key element of our culture. We believe that working together as a team, leads to better outcomes and a more fulfilling work experience. We encourage open communication, active listening, and constructive feedback, and we support our employees in sharing ideas and taking ownership of their work. Finally, we embrace innovation as a driving force behind our success.

At BIS, our culture is centered around our commitment to client satisfaction, employee empowerment, and collaborative innovation. We strive to create an environment where everyone can contribute their unique superpowers and perspectives.

Who We Are

We are a growing technology company based out of Sherwood Park, Alberta. We provide a
compliance and learning management software for the Environment, Health, and Safety (EHS) professional Our software, BIStrainer, is a cloud-based application which includes tens of thousands of training courses for any user, we can build and modify courses to meet the needs of any field user and we have a state-of-the-art program to help our clients organize their training information and needs.

Our Company was established in 2006 and we now have over 2 million active users and over 1,100 company clients and partners who rely on BIStrainer for their health and safety programs.