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Document Management System and Electronic Signature Platform for Repetitive Requests

Boilerplate simplifies managing checklists of documentation requests. Our turn-key portals offer tracking, storage, and reminders that reduce email attachments and streamline repetitive document intakes. Visibility. Organization. Security.

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Clients are saving 40 hours of admin time a week with Boilerplate:

Cloud document management should be easy

Boilerplate's cloud document management and electronic signature platform lets you build configurable digital checklists to manage onboarding documents from clients, staff, vendors and more.

Document Management Workflow Transformation with Boilerplate:
Application

Create and share digital checklists

Onboarding

Clients upload files and data, fill & sign docs

Underwriting

Review queue for QA/QC and easy returns

Agreement

Track open items and send reminders

SOP

Monitor document expirations

Claim

Organized storage and retention

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Mobile teamGroup

Boilerplate your cloud document management
in minutes, not months

Configurable checklists

Requests files, data, docs and signatures

Quality assurance safeguards

Version control, audit logs, QA/QC queue

Personalize before sending

Pre-fill documents, add/ remove requests

Real-time tracking

Monitor status at the request level

Streamlined communication

Everyone knows what's open and closed

boilerplate software
Organized Client Portal

Visualize open requests

Electronic Signatures

Verifiable, E-SIGN Act compliant

Online Form Filling

Fill forms in browser

File and Data Requests

Collect PDFs, images, data, and more

Reminders

Get notified of due dates and revisions

Mobile Uploads

Collect PDFs, images, documents & more

Client Tab

Boilerplate document management and electronic signatures in a single system

Meeting
Digital checklists
Replaces
Emailed lists
Cloud folder links
File selector buttons
Blog Icon
File intakes
Replaces
Email attachments
Download/ upload
Paper copies
Mobile line
Finger Scan
Online form filling with e-signatures
Replaces
E-sign tools
Digital forms
Pen & paper
Cloud Data
Cloud storage
Replaces
3rd party cloud storage
Email attachments
Local drives
Filing cabinets
Laptop
Tracking
Replaces
Project mgmt software
Spreadsheets
Unnecessary emails
Phone calls
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Free Consultation

Where are your Boilerplate cloud document management opportunities?

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user experience: clients, new hires, staff, vendors, contractors

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Efficiency: streamline redundant manual processes, Reduce errors

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transparency: keep stakeholders informed without unnecessary emails

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compliance: organized records, quality assurance safeguards

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Boilerplate cloud document management
benefits across your organization.

1
Client Experience
Easy to use.
Fewer touch points.
Transparent.
2
Efficiency
Automate processes.
Reduce human error.
Increase data integrity.
3
Compliance
Single source of truth.
Retention management.
Security and privacy.
4
Visibility
Real-time visual tracker.
Stakeholder awareness.
No surprises.
5
Future Focused
Interoperability.
Foundation for AI.
Machine Learning.

Eliminate custom development costs, risks and delays. Boilerplate software can integrate & scale.

Jigsaw
Out-of-the-Box Solution

Avoid custom development risks, costs, and delays with a highly configurable document management system to collect and track repetitive requests.

security
Enterprise-Level Cloud Security

Firewalls, advanced encryption in transit and at rest (AES-256), suspicious activity monitoring, routine penetration tests, multi-factor user authentication, secure AWS hosting, and more to keep your users and data safe in the cloud.

device
Integration and Implementation

An open API makes integrations easy and saves hundreds of engineering hours. No code/ low code enables fast project delivery timelines, minus the cost and risk. Less risk, faster to go live.

Embrace Digital Transformation.
Automate manual processes.
Protect market share from disruptors.
Delight your customers and team.
Make cloud document management and e-signatures easy with Boilerplate
Get started in minutes. We’re here to help