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.
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.
Create and share digital checklists
Clients upload files and data, fill & sign docs
Review queue for QA/QC and easy returns
Track open items and send reminders
Monitor document expirations
Organized storage and retention
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, E-SIGN Act compliant
Fill forms in browser
Collect PDFs, images, data, and more
Get notified of due dates and revisions
Collect PDFs, images, documents & more
user experience: clients, new hires, staff, vendors, contractors
Efficiency: streamline redundant manual processes, Reduce errors
transparency: keep stakeholders informed without unnecessary emails
compliance: organized records, quality assurance safeguards
Avoid custom development risks, costs, and delays with a highly configurable document management system to collect and track repetitive requests.
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.
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.