Yes signatures can be captured via the signature panel on the mobile or tablet app once a user has finished capturing data on a task. Signatures and data are then stored and included in the styled PDF for that particular completed task.

Yes images can be captured via the mobile or tablet app and are associated with each particular task.

You can access the captured data from the web dashboard through search functionalities including task name, client, user, category, start and end date. A generated PDF will present the captured data from a particular completed task in a stylised layout along with your company logo.

Existing documents can be uploaded as a PDF to the Document Management area.
These documents can then be attached when creating a task, to be viewed by the mobile or tablet app user whilst completing a task.

Yes you can use our Workflow Generator to create mobile versions of your existing paper based methods.

They are stored on the web dashboard and belong to the customer of Klipboard. Only the users granted access to these workflows can view them. Please see our terms detailing full copyright details regarding User Material.

The components you can use to create a workflow include dropdowns, toggles, text entry, accordions, tabs, image capture, signatures and many more!

They are used to trigger the display of another data input where necessary and will show or hide depending on the data entered. It is also known within the industry as conditional branching.

Yes – you can have as many workflows as you desire.

Mobile workflow forms can be edited on the web dashboard and sent to the mobile or tablet app user once updated. They can be managed and reassigned accordingly along with the ability to disable and enable a mobile workflow form as and when required.

Capture and storage of data can be done on the mobile or tablet app without an internet connection. A user only requires initial connectivity to sync all allocated data to the mobile or tablet app. Any data collected offline can then be synced to the cloud and the web dashboard once the user is online.

Tasks can only be allocated to one user at a time. The same task or tasks can, however, be replicated and allocated to another user using the same mobile workflow form along with any desired attached documents.

Notifications can be sent from the web dashboard to specific or all mobile and tablet app users. This allows web dashboard users in the workplace to be able to contact the mobile or tablet app users in the field or on the move in the workplace at any given time.

Once data has been captured on the mobile or tablet app, it is stored in the review area and can be edited accordingly, signed if necessary and then approved for completion. Once approved for completion a PDF is generated, stored and can be viewed or shared electronically when desired. Once a task is approved for completion it cannot be amended further.


Klipboard consists of an iPhone, Android, iPad app and online dashboard. The iPhone and iPad app is available from the iTunes Store for download, and the Android app is available from the Google Play Store. The online dashboard is accessed through an internet browser and to login please visit http://app.klipboard.io

When you have signed up to your chosen subscription package, you will receive an email with your login credentials. The email will contain your username and a temporary password. Upon first time login to either the app or dashboard you will be prompted to set your own unique password. The same login credentials are used for both the app and the dashboard.

It can be fully installed and ready to use in up to 15 minutes, whether there are 10 or 1000 users. This is due to Klipboard being a Software as a Service platform.

No! Klipboard is extremely user friendly. It has been designed from a user centric point of view by a team of highly experienced User Interface Designers with a strong background in B2B software. A superior and unified user experience ensures employees need little or no training.

There is no limit! You can have as many mobile or tablet app users connected with the web dashboard and company account – the more users you have, the greater the saving you make. Check our our price page for more information.

Yes! Klipboard has extensive security and user permission functionality. Whether employees use their own mobile or tablet device, or a company supplied one, your organisation can be safe in the knowledge that the robust security controls available within Klipboard are there to protect your data. More extensive information on security is available in the Features page.


Klipboard’s cloud infrastructure is built on the Microsoft Azure platform and ensures safe data capture and storage. Azure meets a broad set of international and industry-specific compliance standards, such as ISO 27001, HIPAA, FedRAMP, SOC 1 and SOC 2, as well as country-specific standards including Australia IRAP, UK G-Cloud, and Singapore MTCS.

Our web dashboard and mobile tablet app require unique user login credentials and passwords are one way hashed to ensure that they cannot be deciphered by third parties or leaked. There is an optional passcode access on the mobile and tablet app as well as an automatic timer lock giving additional layers of security. Klipboard offers the ability to assign permissions to specific mobile and tablet app users from the web dashboard, allowing for full control over what each user can do.

All of the required data, including that of the workflows, when synced to the mobile or tablet app is held in a dedicated app partition ensuring that the data captured is not shared with any other apps on the user’s device prior to syncing back to the cloud. User accounts can also be remotely deleted from the dashboard, whether the app user is utilising a company mobile or table, or their own.

The API developed for the syncing process between the mobile or tablet app and dashboard is transmitted in a compressed binary format making deciphering any communications extremely difficult.


Klipboard offers a variety of subscription based plans to fit your needs. There are three packages available, Innovator, Professional and Enterprise. For a full breakdown of the packages and what they include, please go to the pricing page.

Klipboard pricing is calculated per user. Accounts cannot be shared across multiple users. There are many benefits and elements of functionality connected to each user having a separate account.

Each plan is designed to help your business become paper free for a monthly fee. Please see more details of each pricing plan. If you require any help please do not hesitate to contact our team on +44 (0)203 817 7655.

Klipboard offers you a free trial in which you can use all the functions and really get to know the product before you buy. The trial is designed to suit your business and a dedicated member of the team will instruct you fully on the dashboard, mobile and tablet app before you get going. You can request a free trial.

Klipboard payments are collected by Direct Debit, either monthly or annually in advance depending on your chosen subscription plan. For organisations with a large number of users, we do support invoice payment.


Klipboard has an intuitive interface and does not require training. The application has been designed in a similar way to consumer applications and is easy to use, allowing the user to become familiar with the system in a matter of minutes.

Klipboard will grow with your organisation. Fast and easy to deploy for a low cost monthly fee, Klipboard will free up time by removing paper based admin. This allows you to focus on the important aspect of growing your business!

You may think you are not ready for the cloud yet, but you are probably already using cloud applications in one way or another, even if you do not think you are! Use Gmail, Outlook? There are cloud apps. Facebook or Twitter? Cloud apps. Dropbox – yes that is a cloud app too, as are online email marketing tools such as constant contact. You are almost guaranteed to be on the cloud already so why not facilitate your working day and join Klipboard!

Great question! From the easy deployment and management of tasks and workflows, through to the efficient, secure capture and storage of data, Klipboard enables efficiency and productivity of your organisation and employees. The real time access anywhere and elimination of paperwork reduces the risk of admin errors, tightens security and improves overall customer experience and satisfaction.

Most bespoke web applications are unable to be used on mobile and if they are, the majority require connection to do so as they are accessed through an internet browser. Klipboard has the benefit of being able to work fully offline, allowing work to occur without an internet connection. It is also built from a mobile first perspective giving a much superior user experience with extensive mobile working features in comparison to legacy web applications adapted to work on mobile.

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Call our team on +44 (0)203 817 7655