One sign-in for every client you validate for
ValDoc lets a validation consultancy run every client from one sign-in, while each client's records, signatures and audit log stay its own. You draft and finish documents once, send them to clients as controlled copies, and sign Protocols together with the client.
Your firm runs in ValDoc as a managing organization, and each of your clients as its own client organization, with its own members, records and audit log. Your team moves between them without signing out, and the documents you finish travel to each client as controlled copies the client signs to adopt. ValDoc does not track your firm's hours or invoice clients, and your engineers still write, run and sign the work.
Thirty minutes. Bring one piece of equipment.
Each client is its own organization
A client organization keeps its own members, equipment, records and audit log, and it never sees another client's. From the Client organizations section of your settings you create a client, invite someone at the client as its own administrator and see who on your team works in which client.
Distribute what you have finished
Send a finalized controlled document or template to a client. It arrives read only, marked Managed by with your firm's name, and keeps your document ID. A template arrives approved, ready for the client to create documents from or to clone into its own.
The client adopts with its own signature
A controlled copy takes effect in the client only when a holder of the client's Quality role adopts it with a password signature. Your firm's approvals are listed on the copy and never count toward the client's.
Both companies sign the same Protocol
A Protocol can carry one approval block for your firm and one for the client. Your block signs first, then the client's, each with its own Quality owner, and the finalized PDF prints one approval table for each organization.
A signature counts for the company it belongs to
A member of your firm who also works in the client signs for your firm, never for the client. The client's own block always needs the client's Quality owner.
Changes to a client's team are on its record
An administrator of your firm who is also an administrator in the client can invite people there and grant or revoke their roles from your own settings. Each change lands in the client's audit log, marked as made via your firm.
See your own equipment in ValDoc.
Bring one piece of equipment, or one you plan to buy, and we’ll walk it through ValDoc with you, from its intended use to the signed record.
Thirty minutes. Bring one piece of equipment.