Unified KM

Documents and signatures

Paperwork kept with the record it belongs to.

Forms, templates, stored documents and digital signatures, organized by animal and customer.

Juniper Lane Pets (fictional)Illustrative preview
Documents: Maple4 files
PDFHandoff paperwork (template)Signed
PDFCare history summaryStored
IMGRegistration certificateStored
PDFOwner information sheetAwaiting signature
Signature
A. Sample

The problem

Signed paperwork filed in a drawer is hard to find when a customer calls months later.

Example with fictional data

Preparing handoff paperwork

  1. 1

    Choose your template.

  2. 2

    Fill details from the existing record.

  3. 3

    Collect a digital signature where appropriate.

  4. 4

    The signed copy is stored on the record.

What this covers

  • Document Storage
  • Digital Document Signing
  • Customizable Forms and Templates
  • Bulk Printing

Clear boundaries

Whether a digital signature meets a requirement for a specific document is for you and your advisors to decide.

Retention periods are not promised here.

Next step

See how UKM could fit your organization.

Tell us about your daily work. We will show the parts of UKM that match it and be clear about anything that does not.