Although Adobe Acrobat, Microsoft Word and Google Docs are powerful document creation tools, they don’t offer the ability to create a checklist. They don’t provide functionality that allows your customers to input text responses to your questions. I won’t blame them for this, after all, they are not a to-do list app nor software to manage processes.
We know that it can be challenging to get your documented procedures and processes onboarded into a new solution to manage them. Instead of manually re-creating your procedures or documented processes in our software, we allow you to upload or import these documented processes. Our automation converts your document into a template for your procedure. The template standardizes your procedure and allows you to run it repeatedly with consistency in your operations.
Create a new procedure in Keeni by simply uploading a document. The most common file formats are Microsoft Word and Adobe PDF. Once the document is uploaded, it will be processed and automatically converted into a template for your procedure.
While the upload process supports multiple document formats, the most commonly used ones are .DOC and .DOCX for a Microsoft Word documents as well as .PDF for Adobe Acrobat documents.
Complete list of supported file extensions: .doc .docx .abw .pdf .odt .rtf .html .md .txt .zip
If you use Google Docs for as your word processor, you can easily import these documents directly. Keeni supports signing in with Google. Then you can select which Google Doc to import. The Google Doc will be imported and automatically converted into a template for your procedure.
Our automated process of converting your documents into templates for your procedure supports using placeholders for elements. These element placeholders could be checkboxes, input fields for metrics, notes, elements to collect photos, and more!
During the conversion process, the placeholders get converted into elements that make your procedure actionable and allow users to interact with it. This can save you lots of time since the procedure will be actionable immediately after uploading a template version rather than having to manual make the template actionable using our template editor.
While the general method of creating a revision of a procedure template is to create a new version by copying the template of the active version, instead, you can create a new version by uploading a newer version of the document.
Use this method of creating a new version of a procedure template from a document when you author your procedures using software like Microsoft Word or Adobe Acrobat, and these documents are your authoritative source. Once you make changes to these files outside of Keeni, you can upload them into Keeni. Uploading these updated documents into Keeni will create a new version of the specified procedure template.