Document Portal
Gather documents from people
Tools for collecting documents
Merge Employee Data into Forms
Import your employee data into Document Portal and merge that data into all your forms instantly.
Capture Photos, Passports and Ids
Capture all required documents and store them in one organized place
Send Document Requests via Text
Send requests to people for documents that you need. A simple people portal allows them to upload the required documents for you.
Collect Safety Inspection Forms and Others
Remotely collect forms that need to be filled out daily and have them instantly available back at the office.
Custom Forms
Create your own custom forms and make them available for use in Document Portal.
Capture Electronic or Wet Signatures
Completed forms can be printed to collect wet signatures or forms can be signed electronically through the online portal.
Categorize Documents for Easy Retrieval
Documents generated are automatically filed in the person's folder. Documents can be categorized and tagged for easy retrieval.
Custom Data Entry Fields
Collect, store and request the
information that is most
important to you and your
business.