Let participants complete protocols via web link — no on-site appointment.
Guided flow from link to protocol import — with your checklists, object data, and templates, entirely in the browser for the participant.
Step 1
Create a new protocol and choose the object and participants. Instead of filling it in yourself, enable self-service and share the case via web link.
Step 2
Choose the recipient or generate a link to share. Define which areas, meters, and checklists should be answered in self-service.
EMAIL (deep.rent)
TO: Participant
Handover protocol Unit 1 web form
Step 3
The recipient opens the link in the browser and is guided step by step through the protocol. Questions, checklists, and photos can be captured on phone, tablet, or PC.
Step 4
For each area, photos can be taken and predefined checklists answered. All entries follow your object structure and required fields.
EMAIL (deep.rent)
TO: Operator
Status change: Ready to import
Step 5
The participant’s entries are imported into the protocol and locked. You can still add defects or text blocks before sending the protocol for signature.
EMAIL (deep.rent)
TO: Participant
Handover protocol for Unit 1 – ready for signature
Step 6
The participant receives an email with a link to the protocol viewer. They can read the finished protocol and sign digitally in the browser.
EMAIL (deep.rent)
TO: Operator
Status change: Signed
Step 7
After signing, the protocol is completed. Photos are uploaded, the document archived, and sent automatically to everyone involved.
(👍 ^_^)👍 Protokoll abgeschlossen!
EMAIL (deep.rent)
TO: Operator and participant
Protocol for Unit 1
Share, capture, sign – structured and traceable.
No on-site appointment required
Participants get a secure link and complete the protocol in the browser when it suits them—no joint on-site meeting.
Your structure, your rules
Areas, checklists, meters, and required fields follow your object and settings—the same rigour as classic capture.
Clear roles: operator and participant
You control the case and release work; participants only edit what you allow. After handover, data is locked in a traceable way.
Signature and completion in one flow
The finished protocol can be sent for digital signature—archiving, photo upload, and distribution to stakeholders complete the process.
Less coordination, fewer errors
Fewer back-and-forth messages and misunderstandings: a guided web flow reduces effort for everyone involved.
