File Requests with email reminders

Build an automatic reminder sequence once and save hours every month

Set due dates, send reminders and close the file collection process with a thank you email.

Build an email sequence that responds to the action of your clients. Substantially reduce the time you spend going back and forth with clients about missing files and deadlines.

Take the pressure out of content deadlines.

Schedule file requests and reminders so your clients deliver the right content on time.

File request reminders

Smart reminder sequences that update when your client responds

Reminder emails will automatically stop when your client uploads all the requested files. If your client only partially responds to your request, reminder emails will ask for the remaining files.

Your client's file request page will show an incomplete list of uploaded files, as will your dashboard. You can keep track of progress, without having to respond.

Check the automatic reminderstutorial here.

Reminders Emails Variales

Personalise your messages to increase your response rate

Customise our template emails for file requests, reminders and thank you emails to create a persuasive email sequence for your clients.

Then send your clients to a personal branded upload page that guides them through what content they need to upload.

An easy and personalised content collection process will boost response rates from your clients.

Learn more about setting up your reminder sequence.

Approve & reject documents with one click

Although we make it as simple as possible for clients to send you the correct files, mistakes can still happen.

Approve or reject client documents so incorrect files don't clog up your file system.

If you reject a document, send clients an email explaining what the problem is and how they can correct it.

Find out how to accept or reject a document.

Approve and reject files

Save hours every month by automating your document collection.

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