Knox client forms
Service Agreement
The master agreement for all Knox tiers on the Knox letterhead, with Schedule A for your tier and add-on selection. Complete Schedule A with us at onboarding.
Download PDFDebit Order Mandate
The Netcash payment authority for monthly billing. Print, complete with your bank details and sign as used on the account.
Download PDFClient Questionnaire
The onboarding questionnaire covering your company, operating hours, server schedule, software and backup preferences. This is how we scope your setup precisely.
Download PDF Download WordTeamViewer Setup Guide
Ten minutes to get Knox connected: unattended access for monitored tiers and after-hours work, plus ad-hoc support sessions for any user.
Download PDFAuthorised Contacts: Restore Authority
Names the two people, a primary and a 2IC, from whom Knox accepts restore instructions. One WhatsApp from a listed number starts a restore; requests from anyone else are held until confirmed.
Download PDFGetting linked: Sage & Preferred Solutions
Sage Linking Letter
Print this on your own company letterhead, complete your Sage serial and account numbers and sign. It asks Sage to link you to our dealer account so Knox can support your licences officially.
Download WordPreferred Solutions Client Details
Account application and terms for Preferred Solutions, the Sage business partner Knox works through. Complete, sign and return to the address on the form.
Download PDFMore forms are added as the practice grows. If you need something that is not here, email info@knoxfindata.co.za and we will send it directly.