Getting to know the documents system

Welcome to the Documents System! This feature is a game-changer for NDIS Support Coordinators, offering a treasure trove of 60+ essential documents, forms, policies, and procedures. Whether you need Service Agreements, Risk Assessments, Medication Registers, or Safe Work Policies, we’ve got you covered with audit-ready compliance documentation.

The Documents Overview Page

The Documents Overview Page is your command centre. Here, you can find all your documents neatly organised in a clean interface. Each entry in the table displays the document name, the assigned participant, status, and date. You have options to open, edit, or delete each document. It's your one-stop shop for managing all your paperwork.

Document Creation Page

Ready to generate a document? Head over to the Document Creation Page. This is where the magic happens. You can generate documents, assign participants, set the document type, and more. The system auto-populates fields based on the assigned participant or team member, making the process swift and accurate. Dive deeper into the creation process with this;

Document Editing Page

Got a document that needs tweaking? The Document Editing Page is where you can make all necessary adjustments. Edit any part of the document to ensure it meets your requirements. You can sign it, request signatures, send completed forms, download it, change statuses, and more. For a comprehensive guide on editing and managing your documents, see;

eSignature Flows

Forget about third-party signature software; we've built a better solution right into Coordinoter. Request eSignatures from document recipients via a unique, secure portal. This portal allows them to view, sign, or query the document. It’s seamless, secure, and efficient. Learn more about our eSignature features;

Sending Completed Documents

Once your document is signed and sealed, it's time to deliver it. You can email signed, completed documents directly to recipients or even automate the process. Coordinoter can also mail branded hard copies via AusPost. Yes, you read that right - snail mail, but smarter. For more on sending documents, check out;

NDIS Compliance Packages

Need a full compliance package? From the Documents Overview Page, you can generate a complete NDIS Compliance Provider Documents Package with a single click. This ZIP file is audit-ready and perfect for NDIS audits. And the best part? These packages are available FREE only through Coordinoter. More details can be found in this article;

So there you have it—an introduction to the powerful Documents System in Coordinoter. Dive in and explore all the ways it can streamline your workflow and keep you compliant.