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Digital Documents: Documents Tab
Digital Documents: Documents Tab
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a year ago

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.

To create documents such as waivers, contracts, agreements, forms, or any other documents that you need to share and send to your client click on the Documents tab.

You will also see here the list of all active and archived documents.

Under the Documents, you can see the following details:

  • Name- name of the document

  • Category- category of the document

  • Number of Submissions- this is where you can see all the number of the documents that the clients submitted

  • Staff- this is where you can see the name of the staff who made the document

  • Date- this is where you can see when the document was created

  • Gear Icon- this is where you can change the name of the document, preview it, share the code and link, and save it to the archive.

If you want to restore or delete the forms/templates that are in the Archived section, you have two options:

  1. To restore, click the black square with an arrow inside.

  2. To delete, click the red square with the trash can icon.

This is an example of how to share the document's link.

This is an example of how to share the document's code.

Check these articles to learn more about How to Create Digital Documents and Digital Document sample templates.

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