File Requests with email reminders

Put your document collection on autopilot with automatic reminders

Set due dates, schedule requests and automate client reminders.

Improve your productivity, save time collecting files and following up on your clients.

Save hours every month collecting files.

Schedule your follow-ups once, and we will chase your clients for you with an automatic email sequence.

File request reminders

Forget about following up with customers

Keep your requests top of mind with automatic reminders. Define your own email sequence & schedules.

We automatically stop sending messages when your clients respond to your request on the client portal.

Check the automatic reminders and follow ups tutorial here.

Reminders Emails Variales

Personalize your messages

Use the built-in email follow-up sequence or create your own.

Add merge variables to emails and craft the perfect messages to make your clients feel unique.

Learn more about setting up your reminder sequence.

Approve & reject documents

Get the right files every time with approve, reject and process workflows.

Automatically notify your customers of what is outstanding or what document was rejected.

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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