Document Builder
Tiquo’s Document Builder is a powerful tool for creating documents, intake forms, contracts, and consent forms using the Plate editor with AI capabilities.Overview
Built with Plate, the Document Builder provides:Rich Text Editor
Full-featured document editing
AI Assistance
AI-powered content generation
Form Fields
Interactive form elements
Templates
Reusable document templates
Use Cases
Intake Forms
Collect customer information:- Health questionnaires
- Client history forms
- Preference surveys
- Contact forms
Consent Forms
Legal documentation:- Service consent
- Photo release
- Terms acceptance
- HIPAA forms
Contracts
Business agreements:- Service agreements
- Membership contracts
- Booking policies
- Cancellation terms
Waivers
Liability protection:- Activity waivers
- Release forms
- Assumption of risk
Creating Documents
1
Open Document Builder
Navigate to Documents → Create New
2
Choose Template
Start from blank or select template
3
Edit Content
Add text, images, and form fields
4
Add Form Fields
Insert signature, date, text inputs
5
Configure
Set when document is required
6
Save
Document is ready for use
Editor Features
Text Formatting
Rich text capabilities:- Headings (H1, H2, H3)
- Bold, italic, underline
- Lists (bullet, numbered)
- Tables
- Links
- Blockquotes
Form Fields
Interactive elements:| Field Type | Purpose |
|---|---|
| Text Input | Short text answers |
| Text Area | Long form responses |
| Checkbox | Yes/no selections |
| Radio | Single choice |
| Dropdown | Select from options |
| Date | Date picker |
| Signature | Digital signature capture |
Dynamic Content
Personalization tokens:{{customer.name}}{{booking.date}}{{service.name}}{{business.name}}
AI Features
Content Generation
AI can help write:- Form questions
- Legal language
- Policy text
- Instructions
AI Commands
Use AI in the editor:- Type
/aifor suggestions - Select text and ask to improve
- Generate from prompts
Templates
Pre-built Templates
Start with ready-made templates:- Health intake form
- Photo consent
- Service agreement
- Cancellation policy
- Liability waiver
Creating Templates
Save your documents as templates:- Create document
- Click Save as Template
- Name and categorize
- Use for future documents
Template Library
Browse and manage templates:- Organization templates
- Tiquo templates
- Industry templates
Document Assignment
When to Show
Configure document requirements:- On first booking
- Before specific services
- Annually (renewal)
- One-time only
Service-Based
Assign to specific services:- Health questionnaire → Medical services
- Photo consent → Beauty services
- Waiver → Physical activities
Customer Experience
Completing Documents
Customers complete documents:- Before booking (online)
- At check-in (tablet/kiosk)
- Via email link
Signature Capture
Digital signature options:- Draw signature on screen
- Type name (converted to signature)
- E-signature compliance
Mobile Friendly
Documents work on all devices:- Responsive layout
- Touch-friendly inputs
- Mobile signature
Storage & Access
Document Storage
Completed documents are:- Attached to customer profile
- Linked to booking
- Securely stored
- Searchable
Viewing History
Access completed documents:- Open customer profile
- Go to Documents tab
- View or download
Expiration
Set document validity:- Never expires
- Annual renewal
- Custom period
Compliance
E-Signature Legal
Digital signatures are:- Legally binding
- Timestamped
- IP logged
- Audit trail maintained
Data Handling
Secure data practices:- Encrypted storage
- Access controls
- GDPR compliant