DocRoundup help center

Getting started

Build your first checklist, send a request and review what comes back.

1. Add your clients. Add a client on the Clients page, or use Import clients to download and fill in the CSV template. Preview and fix entries before importing. Imports do not send invitations.
2. Create your checklist. Start a new request, choose a client and add the documents or questions you need. You can also use a saved checklist. Learn how templates work →
3. Review and send. Check the instructions and due date, then send the request. Your client opens their link and verifies their email without creating an account.
4. Review the responses. Preview submitted documents and answers. Accept items that meet your request or ask for a replacement. See the full workflow →

Open your client list →

Request statuses

DraftReady to send

Still being prepared, or an invitation has not been sent. Open the request to finish or send it.

Waiting on clientAwaiting signatures

The invitation is available to the client. Their items or signatures are still outstanding.

Items to review

Something has been returned for you to review. Other items may still be outstanding.

Replacement requested

An item needs a correction. It remains outstanding, even if that item was originally optional.

Email not sentLink expired

An invitation failed or access needs renewing. Open the request to retry or renew the link.

PreparingNeeds attention

A signing document or invitation is still being prepared, or signing needs your attention. Open the document for the specific reason.

Complete

All tracked items are accepted and signing documents are finished. Green means completed work.

ArchivedCancelled

The request is closed. Its saved records remain available.

Progress shows complete, to review, and pending (not yet returned or signed). For example: 9 complete · 2 to review · 1 pending. Counts include required items, optional items that have been returned or need a replacement, and one item per signing document. Optional-only requests count their listed items. A document's own signing count is the number of people. Unread messages are separate and can put a completed request in Needs attention.