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Forms and Documents

Replace paper forms and scattered folders with one record system.

For any part of your organisation that collects information or signatures.

Register interest Launching soon

Form builder

  • Drag-and-drop custom forms
  • Ready-made NDIS templates for intake, consent and service agreements
  • Conditional questions and required fields
  • Forms that work on phones and tablets

E-signatures

  • Sign on any device
  • Multiple signers in order
  • Signed copies saved to the right record automatically

Documents and records

  • Document library organised by staff, participant and site
  • Expiry reminders for time-sensitive documents
  • Version history and retention settings
  • Search across every record

More features are added with every release.

Interested in Forms and Documents?

Register for early access and a personal demo when we launch.