Effortlessly Manage Your Document Requests and Collection Workflow
At Seven Hills Software, we understand the complexities involved in gathering and managing documents. Our Document Collection module simplifies this process, enabling you to request, track, and store documents with ease. Designed to enhance efficiency and collaboration, our tool transforms your document request list into a dynamic, real-time tracking system.
Key Features
1. Streamlined Document Requests
Easily create and manage document requests. Your clients can directly attach their files to the live tracking document, ensuring it is always up to date.
2. Automated Reminders
Set automatic reminders to prompt clients to submit their documents on time, reducing the need for follow-ups.
3. Enhanced Team Collaboration
Facilitate seamless collaboration among team members with shared access to document requests and statuses.
4. Secure File Access Control
Maintain control over who can access specific files and documents, ensuring sensitive information remains secure.
5. Real-Time Alerts
Receive instant notifications for document submissions and updates, keeping you informed every step of the way.
Benefits
1. Simplify Data Collection
Eliminate the hassle of managing checklists and searching through emails. Our software automates the document collection process, saving you time and effort.
2. Improve Client Onboarding
Streamline the onboarding process for new clients by reducing friction in document exchanges. Clients can easily submit required documents, speeding up onboarding times.
3. Reduce Credit Exceptions
Minimize delays and exceptions in credit approvals by ensuring all necessary documents are collected promptly and accurately
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4. Save Valuable Time
By automating the document collection workflow, you and your team can focus on more critical tasks, improving overall productivity.
5. Perfect for Bookkeeping and File Retrieval
Ideal for bookkeeping professionals and businesses that require efficient file retrieval and client onboarding processes.
How It Works
Create Document Requests
Initiate document requests quickly and efficiently, specifying the required documents from clients. Checklists can be used.
Track Progress
Monitor the status of document submissions in real-time, with clients attaching files directly to the request list.
Collaborate with Your Team
Share access with your team to ensure everyone is up to date on the document collection process.
Receive Alerts and Reminders
Stay informed with real-time alerts for submissions and automatic reminders for pending documents.