Document Collection
Automated document collection with tracking
Send secure document requests with automatic reminders. Track what is received, pending, or overdue in real-time.
Collection Process
Create document checklists, send secure requests via email or portal, receive notifications when uploaded, and track completion percentage per client.
Automated Reminders
Send follow-ups at 7 and 14 days, escalate to partner if no response by 21 days. Workflow handles everything automatically.