Documents and Forms
Create, send, and manage structured paperwork and data collection
Documents and Forms Overview
Documents and Forms allow you to create, send, and manage structured paperwork directly within Tiquo. They are tightly linked to customers, companies, bookings, and orders, ensuring documents always sit in the correct operational context.
Documents are typically used for agreements, contracts, and confirmations, while Forms are used to collect structured information from customers or internal teams.
Creating Documents
Documents can be created from relevant areas of the platform, including:
- Customer pages
- Company pages
- Orders and bookings
- Enquiries
When creating a document, you can define its content, recipients, and whether signatures are required. Documents automatically retain a full audit trail and version history.
Creating Forms
Forms are used to capture structured data such as preferences, onboarding information, waivers, or questionnaires.
Forms can be:
- Sent to customers or staff
- Embedded into customer flows
- Linked to bookings, memberships, or enquiries
Submitted form data is stored directly on the related customer or entity, making it immediately usable across CRM, segmentation, and operations.
Using Fields and Signatures
Documents and Forms support dynamic fields that can be completed manually or automatically populated from existing data, such as:
- Customer details
- Company information
- Booking or order data
Signature fields allow one or multiple parties to sign digitally. Signatures are securely captured, timestamped, and locked to the document version.
Creating Document Templates
Document templates allow you to standardise commonly used documents such as contracts, waivers, or agreements.
Templates can include:
- Predefined text and structure
- Dynamic fields
- Signature placeholders
Once created, templates can be reused across customers, companies, and locations, ensuring consistency while reducing manual work.
Sending a Document for Signature
Documents can be sent for signature directly from the platform.
When sending a document, you can:
- Choose the recipient or recipients
- Define signing order if multiple signatures are required
- Track when a document is viewed, signed, or completed
Recipients receive a secure link and do not need an account to sign.
Document and Form Status
Each document and form has a clear status, allowing teams to track progress at a glance.
Common statuses include:
- Draft
- Sent
- Viewed
- Signed
- Completed
- Cancelled or expired
Status updates are reflected in the related customer, company, or order timeline, ensuring full visibility across teams.