A little clarity goes a long way.

It helps a business request documents and written information, collect client responses through one link, and review what arrived. It keeps the collection process together.

No. Bookkeeping is our first example. Requirements and reusable checklists can be adapted to other small service businesses.

Yes. Save a reusable checklist, select it for a new request, then add or remove requirements. Existing requests keep their own copies, so editing a template does not rewrite a client’s current request.

Yes. Combine file uploads, written answers, forms and PDFs to sign in the same request. Each item has its own status, so you can see what is still needed.

Yes. Assign fields to each person. Each person must have at least one assigned field, which can be a signature, initials or a date. You can track each person’s completion separately.

No. The completed PDF contains the original document and the completed signing fields. The signing record is a separate PDF. Both can be previewed and downloaded.

No. Clients use their request link and email verification. Business owners and staff use business accounts.

Open the latest request link from the business. Links can expire or be replaced. If the latest link still does not work, ask the requesting business for a new one.

Yes, while your request link remains valid. You may need to verify your email again. Submit the documents you have and return for the rest.

The current version accepts PDF, PNG and JPEG, up to 10 MB per file. Each request allows up to 5 uploaded files, including replacements. Requirements can also ask for a written answer.

No. A submission makes the document available for review. The business can accept it or explain what needs replacing.

No. Messages and document progress are separate. A question can need a reply while the requested documents are still outstanding.

The new upload becomes the version to review. Previous versions remain available to the business so it can understand what changed.

Not yet. The homepage shows an illustrative AI check. The working app can flag a possible wrong month from a filename, but it does not read the document to verify its contents. Real AI processing and automatic replacement requests are not enabled. The business makes review decisions.

Businesses can send a reminder with a personal message and the current status of every item. Scheduled reminders depend on notification settings and a configured delivery service; production delivery must be verified before launch.

Workspace owners can invite staff and manage members. Invitations use the configured email delivery service, and each member signs in with the invited email. Production provider delivery must be verified before launch.

See the pricing page for current plans, currency, team seats, request allowances and trial details. Payment availability is shown there; preview plans are not an active paid offer.

In this local build, uploads are stored privately on the host computer, outside the public web directory. Production hosting, storage region and retention arrangements are still being finalized.

Contact the business that requested your documents. It decides what is required and whether a submission is acceptable. Use product support for questions about the software once the support channel is configured.