WORKFLOWS
Stop chasing clients
for documents.
Send each client a checklist of what you need and a deadline. Reminders go out until the files arrive, you approve or send back each one, and the files land in your own cloud storage.
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From a list of names to every document in hand.
Interactive walkthrough · Sample data, no emails sent
BUILD THE CHECKLIST ONCE
Say what you need. Once.
List the documents, pick the folder they should land in and decide when reminders go out. Add your clients. That is the last time you type any of it.
This example collects year-end documents for a bookkeeping team.
Year-end documents
- Documents to collectBank statements and expense receipts
- Where files goClients / client name / year-end
- Reminder schedule3 days after the request, if still outstanding
ONE SEND, FORTY PERSONAL REQUESTS
Every client gets their own link and deadline.
Because the link is theirs, every file that comes back is matched to the right client automatically. No sorting a shared inbox to work out who sent what.
Invitation and reminder emails are yours to word.
TO: ACME STUDIO
Your year-end documents
Hi Alex,
Please send your bank statements and expense receipts by 30 September.
Your personal upload link
Thank you,
Northline Bookkeeping
NO LOGIN, NO GUESSING
Clients see exactly what to send.
They open the link, see the list, drop the files. No account, no app, no “which attachment did you mean?”. Longer collections can use a guided form with clear steps.
Explore guided formsYour year-end documents
Due 30 September
REMINDERS CHASE, YOU APPROVE
Late clients get reminded. You get the files.
Reminders go out on your schedule and stop the moment a request is complete. Approve each file as it arrives, or send it back with a note and the client is asked again.
Acme Studio is still awaiting files. Try completing their sample request in step 3.
Files follow your chosen naming and cloud folder rules.
Walk through the four steps.
Who is done, who is late, who needs a nudge.
Every request in one list with its status and deadline. Open the one that needs you and leave the rest to the reminders.
The follow-up runs itself.
One place to see every request, every reminder and every file that came back.
Approve or send back each file
Reject a blurry scan or the wrong year with a note. The client is asked again, without you writing an email.
Approve and send backReminders that stop when the files arrive
Choose when emails go out for outstanding requests. The moment a request is complete, the chasing stops.
Requests and remindersFiles land where your team already works
Named from the client’s answers and filed in Google Drive, OneDrive, SharePoint or Dropbox. No portal, no second copy.
File naming and foldersWHEN TO USE A WORKFLOW
You have a list of people
who owe you documents.
Forty clients, one deadline, and no appetite for forty follow-up emails. That is a Workflow.
- Year-end document collectionForty accounting clients, one send, and the late ones get chased for you.
- Borrower documentsEach applicant gets a personal checklist and deadline. Wrong document? Send it back.
- Client onboardingWalk each new client through the documents and details you need, step by step.
Personal requests. Confidential documents.
Files are encrypted in transit and at rest. A Data Processing Agreement is available to support your GDPR obligations.
Explore security and activity recordsJUST NEED A LINK PEOPLE CAN KEEP USING?
Start with an Upload Page.
Share one link or embed it on your website. Clients send files whenever they need to, with the same automatic naming and folders.
Send the request once.
Let the reminders do the rest.
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