With the Digital Document, you can now easily create documents that are tailored-fit to the needs, demands, and design of your gym and clients.
Through this feature, the process of collecting information, sharing, and storing paperless documents of your contacts is made more convenient.
On your left menu click on the Digital Documents tab so you will see the three important sections of Digital Documents.
Categories (Check this article to learn more)
Documents (Check this article to learn more)
Reports
Reports- In the Reports section, a list of the Sent and Submitted documents will be displayed here.
You can filter the list by date, category, document template, and owner for the Sent documents. Under this option, you can see the following:
Contact
Category
Document
Sent On
Staff
You can also filter the Submitted documents by date, category, document template, and owner. Under this option, you can see the following:
Contact
Category
Document
Submitted On
Staff
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Important Note:
You can export the sent and submitted documents to excel.
Digital documents make it much easier to collect data in real time. Essentially, you can access your digital files at any time of day to double-check or update information.