Five different ways to share and collaborate when using Kim Document

Sharing both internally and externally is key

With Kim Document, it's quick and easy for anyone in an organization to take their existing MS Word documents and automate them. But once you have done this, then what? What are the options to collaborate one-to-one or one-to-many, both internally and externally?

There are five different ways in which you can share/collaborate when using Kim:

1. Send by email - send a copy of the document to the counterparty by email, attaching any notes and other documents using the O365 integration.
2. Share it – the counterparty can check the document out, make any amendments and check it back in. The user will receive an email with a link and access code allowing them to access Kim. Once in, they will only be able to view the record that has been shared with them. From here, they can download it, preview it or edit it. With sharing, there is a complete activity history for transparency, and it's secure.
3. Send a link – send the counterparty an email containing a link to the web form. When the counterparty clicks on the link, they only see the web form and the required fields. As they run through and complete the web form, they can preview and save their progress as they go. Once the web form is completed and submitted, Kim generates the appropriate document with all the relevant information and sends an email with a copy of the data submitted for their records.
4. Create a mail merge campaign – allows the user to send one-to-many, capture all the relevant information, and store the data in a centralized location for later use. It also includes a reminder email, as we know people aren't always as quick to respond as we would like.
5. Publish Webform link – generate a web form link that you can put on your SharePoint or intranet to allow people to self-serve. Anyone can then hit the link, the web form pops up, and the person completes the information required. Organizations tend to use this for internal documents such as incident reporting, support requests and declarations.

Kim Document is more than just document automation. Kim adds value by helping organizations:

• Organize and self-serve documents and forms both internally and externally.
• Collaborate and safely share (and sign) documents with employees, clients, or suppliers.
• Generate documents, first drafts, surveys, court forms or questionnaires from the responses.
• Analyze valuable data captured from the content of your documents.

With Kim, you can be live in minutes, with no training required, from as little as €140 | £140 | $140 per month. On average more than 1 in 3 who see Kim in action buy. So what are you waiting for?

Book your demo today.