Documents — overview
Collect, verify, and store customer ID, certificates, and signed agreements.
Documents is for any file your customers need to provide before, during, or after a service. Driver's licences, parental consent forms, allergy disclosures, signed agreements, before-and-after photos for compliance, qualifications.
It's two features in one:
- Customer document uploads — files the customer uploads to their own profile. Marked as required, optionally with expiry. You verify or reject each one.
- Agreements — text agreements you ask the customer to e-sign. Stored as signed PDFs with timestamp + IP for audit.
Documents lives under each Customer Profile → Documents tab for the admin side, and at /user/documents for the customer-facing side. Enable the module under Settings → General → Modules → Document & agreement management.
What you can collect
The platform ships with a small starter set of document requirements — common ones like Photo ID, Insurance certificate, Tax File Number declaration. You can add your own under Settings → Documents → Requirements.
Each requirement has:
- A key (slug for matching)
- A label customers see ("Driver's licence")
- An optional description
- Always required — the customer can't book past it without uploading
- Expires after (in days) — Trimsy auto-flags the document expired and re-prompts
Customer side workflow
When the customer logs into their portal:
- A red "Required documents missing" callout appears on their dashboard listing each missing requirement.
- They upload the file (PDF / image / Word / HEIC, max 25 MB).
- Your team is notified.
You then review the upload and either Verify it (locks it in green, the requirement is satisfied) or Reject it with a reason (the customer is told and can re-upload).
Admin side workflow
From the customer profile Documents tab you can:
- Upload a document on behalf of the customer (when they emailed it to you, for example).
- Verify or reject pending uploads.
- Set an explicit expiry date that overrides the requirement default.
- Send a reminder to the customer to upload missing docs.
File storage
All uploaded files are stored privately in Wasabi S3-compatible storage with per-tenant isolation. URLs are signed with a short TTL — the file itself isn't publicly accessible.
When a customer or staff member views a document, Trimsy generates a signed URL on-the-fly. Even if the URL leaks, it expires within minutes.