Sidee turns them into forms that behave like forms — filled in on a phone or tablet, signed on the spot, and filed into your own SharePoint before anyone leaves the building.
Eighteen copies of it, all slightly different. Nobody is quite sure which one is current.
| Client Name | |
| Date of Birth | «insert date» |
| Address |
| Background | Brief explanation of relevant history. E.g. “client reports difficulty with…” — DELETE THIS LINE BEFORE SENDING |
| Items required | 1. 2. 3. |
| Delete rows not required |
A logo that never sat straight. Three typefaces. Guidance in red that somebody has to remember to delete. A typo in the heading, on all eighteen copies. Then print it, sign it, scan it, and file it somewhere.
Same document, same wording, same branding — every single time. Guidance helps on screen and never reaches the page. Signed at the visit. Filed before anyone leaves.
A staff member opens the template. Types into a table. Deletes the guidance notes built into the cells. Deletes the rows they did not need. Saves as a PDF. Prints it for a signature. Scans it. Files it — hopefully in the right place, hopefully named the same way as last time.
Every one of those steps is a chance to send the wrong thing, or to lose an hour.
Fields sized for a thumb. Dates pick themselves. Totals add themselves. Repeating sections grow and shrink instead of being deleted by hand. Your name fills itself in from your sign-in.
It runs from a home-screen icon like an app, with no install and no app store. Everything typed is kept on the device, so a visit with no reception does not lose an hour of writing.
Documents go from the device straight into your own Microsoft 365. There is no Sidee database, no third-party store, and no copy of your information anywhere we control.
Everyone signs in with their own work account, so every document is attributable to a named person in your existing SharePoint audit log — under your retention policy and your backup.
No shared logins and no passwords held by us. Only your staff can sign in. Sessions end properly, and work in progress is never visible to the next person on a shared device.
No per-user platform licences on top of the Microsoft 365 you already pay for. No Dataverse. No premium connectors to generate a PDF.
This is the part most systems get wrong, so it is worth being exact.
| Question | Answer |
|---|---|
| Where is our data stored? | In your own Microsoft 365 tenant. Nowhere else. |
| Does Sidee keep a copy? | No. There is no Sidee database. |
| Who can see it? | Exactly who your existing SharePoint permissions allow. |
| What if we stop using Sidee? | Every document you have produced is already yours, in your SharePoint. Nothing to export. |
| Is it sent to an AI? | No. Your information is never sent to an AI service. |
| Any third-party analytics? | None. The only services contacted are Microsoft's. |
You send us the document you use today. We turn it into a working form, matched to your branding, and you check it before anyone uses it. Simple forms are quick; long clinical or technical documents take longer, and are priced accordingly.
The quickest way to understand it is to fill one in. So this enquiry form is a Sidee form — same engine, same kind of definition file, same everything, minus the SharePoint.