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Custom Documents: Creating/Viewing from the Mobile App

Written by Jeanette Wilson
Updated over 2 weeks ago

Updated 03/10/2026

1. Log into the iReportSource app

2. Click on the menu icon:

3. Choose Documents:

4. Click Custom Documents:

5. You are taken to a page that shows all previously-submitted custom documents for your location. There is a search box available to quickly find a Custom Document.

6. To Create a Custom Document, Click on the + symbol at the bottom of the app.

7. Select Document

8. Select Custom Documents

9. Select the template you want to use to create the Custom Document.

10. Fill out the form, starting with your Group/Establishment (and Area/Jobsite if needed) and click Submit when finished:

  • NOTES:

    • Required questions are marked with a red asterisk *

      • You can add pictures or files from your device (optional)

      • You can use talk-to-text for any questions that allow for text input

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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