Use organized portals to collect and track document requests from new hires, contractors, clients and more.
Featuring e-signatures, file requests, reminders, and a real-time tracking dashboard.
Making document onboarding simple provides immense value for businesses and individuals alike. Consolidating requests saves admin time and improves user experience for your clients, staff and more. Stop juggling email attachments and tracking spreadsheet. Get a turn-key digital onboarding portal from Boilerplate.
Add contact; personalize docs and assign checklists
Client/ Recipient:
Upload files, fill and e-sign forms and documents
Review submissions
Live tracking dashboard and reminders
Track document expirations
Store or export
Requests files, data, docs and signatures
Version control, audit logs, QA/QC queue
Pre-fill documents, add/ remove requests
Monitor status at the request level
Everyone knows what's open and closed
Visualize open requests
Verifiable signatures in the application
Fill forms in browser
Upload images and PDFs in seconds
Get notified of due dates and revisions
Snap pics of licenses, credentials and more
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System gaps: Existing systems do document onboarding poorly or not at all. Email attachments and cloud folder links are being used to collect new hire files. Training links are being emailed. Signature requests are separate from supporting file requests.
Volume: Onboarding more than 25 people per year where multiple documents are required to be collected and tracked.
Speed and close rate: Offers and contracts are not going out quickly after a hiring decision. Onboarding documents are not on file by start date. Losing candidates while they await requests for required paperwork.
Organization: Scattered channels to collect documents and track tasks, including e-signature tools, email attachments, and cloud folder links.
Tracking and reminders: Confusion over what's been requested and what's still missing. Unnecessary internal and external communication. Manual reminders.
Expirations: You're manually tracking expirations of licenses, clearances, credentials and certificates.
Risk management: Key files are being manually saved from various sources, creating risks of incomplete records and compliance issues.
Boilerplate can be operational in minutes, not months. Avoid custom development risks, costs, and delays. Checklists are still highly configurable, right out of the box.
Firewalls, encryption in transit (TLS) and at rest (AES-256), suspicious activity monitoring, third party cyber hygiene, MFA, HIPAA compliance, US-based hosting on AWS, and more.
Import contacts, collect what you need using Boilerplate, then export files and data to cloud storage, HRIS, payroll system or other applications. OpenAPI makes integrations fast and easy.
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