Emailing lists: You're emailing repetitive checklists of document requests hoping the other party can keep track of everything they need to return.

Dumping files into cloud folders: Document intakes leave you sorting and manually tracking what got submitted and what's still missing.

Inbox full of file attachments: Jumping between email threads to track down the correct version of a request file, if it's even in your inbox.

Consistency and compliance: Important documents are missing beacuse they were never requested, never provided, or not properly saved and filed.

Downloadable forms on website: Your website asks users to download PDFs and email them back, , fill offline and then email them back, often with other file requests.

Slow to send requests: Document requests are slow, losing candidates and clients while they wait.

Standalone e-signatures: Your e-signature tool is a separate from digital forms, file and task requests, leading to a confusing client experience.

Tracking uncertainties: Asking for things that were already provided? Uncertain what's still needed and who's responsible for providing it?

Organization: Scattered channels to collect documents, leaving files in inboxes, e-sign tools and disorganized cloud folders.

Completeness and data quality: Requested files are not getting returned and slipping through the cracks. Documents are incomplete or incorrect.

Manually downloading and re-naming: Tediously downloading files and renaming each one? Then manually re-uploading them to a cloud folder?

Expirations: You're manually tracking expiration dates of key documents like licenses, clearances, credentials, or certificates of insurance.

Data exports by hand: Manually extracting text from forms, then using it to fill other forms or keying it into other systems.