Keep Documents and Media Closer to the Work
Agreements, forms, proposals and marketing graphics tend to live far away from the work that actually uses them. Equine Workspace brings documents and media closer to where they fit.
When a boarding agreement sits in one folder, a signed form in an email and a marketing graphic in a separate design tool, simple tasks turn into a search. Equine Workspace helps keep important business material connected to the workflows where it is used.
Documents and contracts
- Reusable document and contract templates.
- PDF uploads for existing materials.
- Electronic signatures.
- Document tracking to see status at a glance.
- Workflow actions around document status where configured.
Media and connected storage
Media storage can connect with tools many businesses already use. A Canva connection is available within media storage, and Google Drive can serve as a connected media and storage source where supported.
Equine Workspace is not a full replacement for Google Drive or Canva. The point is that important business material can connect more closely to the records, clients and workflows where it is actually used.
Where it shows up
- Boarding and training agreements.
- Client forms and proposals.
- Estimates and signed documents.
- Marketing graphics and business media.
Build around the way your business works.
Use what you need today and add more as your business grows.