Documents, forms and signatures
It generates documents from your templates, requests what is missing via a private link, keeps every version and warns you about what is pending or about to expire.
Document management
It is Aipiter’s documents module. It generates quotes, work orders, reports and other documents from templates with the business’s real data; it asks a customer or an employee for what is missing through a link only that person can open and which expires; it records what arrives, keeps each version and warns about what is pending or about to expire. Sign-up forms, requests and authorisations are filled in from the panel, the portal or a controlled link. For legally valid signatures, Aipiter connects to an e-signature service: an “I accept” box counts as acceptance, not as a signature.
A document, from request to archive
What happens when you need a customer’s paperwork to start a job.
Aipiter sends the customer a link to upload what is missing. Only that person can open it and it expires after the deadline.
The document lands in their record, with a date of receipt and a version. If a new version arrives, the previous one is not lost.
If something is still pending or about to expire, the reminder reaches whoever handles the case in time to ask again.
Six pieces to keep every paper where it belongs and always know what is missing.
Quotes, work orders, reports or certificates come out of your templates with the real customer or job data, with nothing to copy.
You request what is missing and the person uploads it from a private link. The link expires and only its recipient can open it.
Each document records when it arrived and all its versions. Whatever is replaced does not disappear.
Insurance, certificates, accreditations or contracts with a date: Aipiter warns about whatever is about to expire.
Sign-ups, requests, checks and authorisations from the panel, the portal or a link. Fields and validation are set by Aipiter, and attachments are stored privately.
For legally valid signatures, Aipiter connects to an e-signature service. Ticking “I accept” is recorded as acceptance, never as a signature.
Email versus panel
An accountancy firm waiting for each client’s papers, a law firm with its case files, a service company with each technician’s certificates: work stops when a document is missing. Aipiter knows what is missing in each case and asks for it.
Each person’s contracts, accreditations and training live in the HR software, with their expiry dates. Each employee sees their own in their portal, and sensitive documents require signing in with their account: knowing their WhatsApp number is not enough.
A quote or a work order is not written by hand: it is generated from what is already in Aipiter, with your template and your brand.
Attachments are stored privately and only people whose role allows it can see them. A request link only opens for its recipient and stops working once it expires. How everything else is protected, in security.
Quotes, work orders, reports, certificates and any document that has a template, with the real customer or job data.
Aipiter sends them a link to upload it. Only that person can open it and it expires after a set period.
Yes. Documents with an expiry date warn whoever handles that customer or person before they expire.
Yes, through a connected e-signature service. Ticking an “I accept” box is recorded as acceptance, not as a signature.
Yes. Each document keeps its versions and the date each one arrived.
Whoever has permission through their role. Each employee sees their own, and sensitive documents require signing in: a phone number is not enough.
Yes. Sign-ups, requests, checks and authorisations, filled in from the panel, the portal or a link, with attachments stored privately.
In a demo, you see how your customers’ and your team’s paperwork is requested, stored and tracked.
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