Document Collection
Never miss a document with Document Collection
- Send document requests in batches
- Provide a secure portal for clients via email and SMS
- Automated reminders to make sure clients upload documents
- Reject or approve documents with a few simple clicks
Speed up the document collection process with this handy tool
- Cloud-based document management and collection tool
- Create templates for your future requests
- Access using your desktop or phone
- Track all document requests
Why Document Collection?
- Collect documents, files, and even photos!
- You can track opens, uploads, and even documents that are rejected
- Send your requests in batches, no more single-file document requests
- No coding knowledge required to automate the follow-up process