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Platform | Documents, Forms & Intake

Stop turning inboxes, PDFs, and shared files into manual follow-up systems.

A document library that knows which records each file belongs to, forms that land in one review queue, and a clear path from a request to the record it creates.

What's included

Stop turning inboxes, PDFs, and shared files into manual follow-up systems.

  • One document library

    Every file in one place, with a required category so the library stays organized as it grows.

  • Linked to records

    Attach a document to the customers, events or records it belongs to, and find it from either side.

  • Preview without downloading

    Open documents in the Console to check what's inside.

  • Replacement history

    Upload a new version and Orca keeps the history, so the latest is always the one people see.

  • Publish where it fits

    Mark a document for your public Site or signed-in Portal, where your industry has one.

  • A form builder

    Eight field types, each form creating one kind of record, without building a spreadsheet to catch the answers.

  • Public, signed-in and internal forms

    Share a link, put a form on your Site, offer it inside the Portal, or use it internally to create records directly.

  • Reviewed intake

    Public submissions land in the processing queue. Staff open, edit, approve or reject, and the decision is kept.

By industry

How it works in your industry.

Documents and forms work the same way everywhere. Where they're published depends on your industry.

Anything marked “coming soon” is on the way and isn't in Orca yet.

Campgrounds & RV Resorts

Park maps, rules and guest guides published to the guest site and portal, and request forms guests reach by link.

See the industry page

Associations & Membership Organizations

Bylaws and member resources on the Portal; membership applications through a public form.

See the industry page

Nightclubs & Lounges

Documents and internal forms for the team in the Console. There's no customer-facing site or portal.

See the industry page
Straight answers

Coming Soon to Orca

We'd rather tell you now than in a demo. Here's what's coming soon:

  • E-signatures
  • Email intake that turns messages into records
  • Document editing inside Orca

See what your operation looks like when the pieces work together.

A guided walkthrough, set up around your business.