Use cases

What people use Documentas for.

Pick your team or industry, or browse every use case. Each one shows the setup and the result.

More ideas

Everything else teams set up

HR and people operations

  • Offer letters and employment contracts Upload the contract, add the candidate and the hiring manager as signers, and track both.
  • Exit and offboarding A table of returned equipment that generates a signed handover protocol.
  • Timesheets, expense claims and training sign-offs A table of days, hours or expense lines that the employee signs and the manager countersigns.
For HR

Sales and customer onboarding

  • Customer onboarding data Personal invitations to each new customer, with the framework agreement signed by them and then by your sales director.
  • Credit applications Company details, a trade-references table and bank details, generating a credit application the customer signs.
For sales

Agencies and professional services

  • Statements of work and change requests A table of deliverables, hours and rates, generating a statement of work signed by both sides.
  • Accounting firm onboarding Company and owner details, the service agreement and the data-processing agreement accepted, and a signed engagement letter.
Professional services

Real estate

  • Move-in and move-out inspections A table per room with its condition and notes, generating a protocol the tenant signs.
  • Short-term rental guest registration Guest details, a table of fellow guests and the house rules to accept.
Real estate

Events, clubs and education

  • Club and gym membership Family members as a table, the club rules accepted, and a signed membership agreement.
  • Course enrolment and student agreements A study agreement signed by the student and then by the school’s registrar.
Events and sports

Media and production

  • Talent, model and location releases A release generated with the person’s details and signed on the spot from a phone.
Film and production

Non-profits and associations

  • Volunteer agreements and member registration The code of conduct accepted, a signed volunteer agreement, households as a table.
  • Grant applications and anonymous feedback Structured applications that generate a standard PDF, and anonymous forms for surveys.
Non-profits

Finance, compliance and back office

For legal and finance
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