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How to...

Manage a Template Solution Download

Follow our step-by-step guide below on how to sign up for Kim Document and get started by automating your first document.

It's as easy as 1, 2, 3...4!



No. 1-2

Step 1 - Pick Your Region

Select the region where you would like your Kim Document to be hosted and the document stored (EU, UK or USA).

No. 2-1

Step 2 - Sign Up & Register

Enter your details and click 'Sign Up'. You will be sent an activation code via email. Use the activation code to register with Kim for a two-week free trial. 

No. 3-1

Step 3 - Import Document

Import the document you have chosen by clicking 'Import' from the 'Import External Application' box.

No. 4-1

Step 4 - Use

Once you have imported the document, it creates a category in the left-hand menu. When you click on the category select the application (document) you want to generate from the list that is presented. When you click on the document, a web form will pop up. Simply enter the data, click on submit and the document will be automatically generated.

You can then send this document to a colleague/external party by email, or share with or send a link to an internal/external party.

How to videos

If you prefer to learn by watching step-by-step videos then don't worry, we've got you covered. Click on the videos below to have a quick overview of each step. 

Step 1: Pick Your Region

HubSpot Video

Step 2 - Sign Up & Register

HubSpot Video

Step 3: Import Document

HubSpot Video

Step 4: Use

HubSpot Video

Book a demo

Learn more about how to get the most of Kim Document by booking a demo today. 

Book a Demo