Document campaigns
Collect documents from many clients in one operation
Launch structured campaigns to request documents from dozens of recipients, track who responded, and automate reminders.
Available from the Pro plan
What you can do
Bulk sends
Define the required document and send it to all campaign targets with one click.
Real-time tracking
See who uploaded, who is pending, and who needs a reminder.
Reuse templates
Duplicate proven campaigns for recurring compliance like declarations or renewals.