Templates
Start blank, use a template, or preview the recipient side first.
Choose the fastest path for the request you already know you need. Blank start for one-offs, templates for repeat work, and preview mode if you want to see the outside upload experience first.
Free to draft and preview. Pay only when you are ready to send live links, collect uploads, and run reminders.
Fastest start
Blank request
Start from scratch and add only what you need.
- Add only the checklist items this request needs
- Go straight into the editable request builder
- Keep the workflow flexible without fighting a template
Best for
- One-off requests
- Custom workflows
- Teams that do not need a preset list
Why this path works
This is the quickest way to send a request when you already know the checklist and do not want preset structure getting in the way.
Preview
See the recipient experience
Open the public upload page your client would receive. No sign-in, clear checklist, and one item at a time.
- No recipient account required
- Uploads can be finished later
- Checklist progress stays visible the whole time
Use preview when
- Sanity-check the outside upload flow before you send
- Show teammates what recipients will actually see
- Confirm the experience still feels simple and low-friction
Before you send
Preview mode helps you confirm the outside experience still feels simple, trustworthy, and easy to finish on the first try.
Template
Client onboarding
Collect the basics from a new client.
- Signed agreement
- Primary contact info
- Supporting documents
Template
Document request
Ask for a specific set of files.
- Requested PDF files
- Supporting images
- Reference notes
Template
Renewal reminder
Track expiry dates and follow up before the deadline.
- Current renewal notice
- Updated certificate
- Signed renewal form
Template
Vendor intake
Gather insurance, agreements, and supporting documents.
- Certificate of insurance
- Signed vendor agreement
- W-9 or tax form