Everything You Need to Collect Documents
Powerful features that make document collection simple, secure, and efficient.
Collect File Uploads from Anyone
Create secure file upload forms and collect documents from clients, vendors, and partners.
Create Smart Checklists in Seconds
Build document checklists with AI or manually.
Automated Reminders Until Complete
Stop chasing people for documents.
Save Time with Reusable Templates
Create templates from your checklists and reuse them for similar requests.
Track Document Collection in Real-Time
See what's been submitted and what's missing at a glance.
Create Checklists with AI
Describe what you need and AI generates a complete checklist.
Secure, Password-Protected Links
Protect sensitive document requests with passwords.
Import Checklists from Any Document
Upload a PDF, Excel, or Word document and AI converts it into a structured checklist automatically.
Collect Documents from Multiple People
Send the same checklist to multiple clients or vendors.
Respondents Don't Need an Account
Your clients and vendors can submit documents without creating an account.
Collect Documents from Any Device
Respondents can submit documents from phones, tablets, or computers.
Documents Organized Automatically
Uploaded files are automatically organized by checklist and item.