Boilerplate makes file & data requests 10x easier for



New hires



Your team


Manage repetitive documentation requests in organized portals with amazing tracking capability.

Featuring PDF filling, e-signatures, digital forms, file requests, reminders and real-time tracking.

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Share requests in seconds, then let Boilerplate do the tracking and reminders for you. Clients are saving 40+ hours/ week:

Onboarding should be organized and trackable

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.

Your new document request workflow:

Embed or assign checklists


Client uploads, fills, e-signs


Review submissions


Track and remind


Monitor expirations


Store or export files and data

Mobile teamGroup

Boilerplate your digital onboarding process
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 signatures in the application

Online Form Filling

Fill forms in browser

File and Data Requests

Upload images and PDFs in seconds


Get notified of due dates and revisions

Mobile Uploads

Snap pics of licenses, credentials and more

Client Tab

Trackable file requests, e-signatures, and digital forms in a branded, organized portal.

Digital checklists
Emailed lists
Links to multiple outside systems
File selector buttons
Blog Icon
File intakes
Email attachments
Download/ upload
Paper copies
Mobile line
Finger Scan
Digital forms, PDFs and e-sign
E-sign tools
Digital forms
Pen & paper
Cloud Data
Cloud exports
Manual downloads
File renaming
Scattered storage
Filing cabinets
Project mgmt software
Unnecessary emails
Phone calls
Let's go

Can Boilerplate help me?

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

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

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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.

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

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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.

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

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

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

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

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

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

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

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

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Streamline your digital onboarding process,
making it easier for everyone.

One-time setup
Create checklists once
Assign or embed
Enter email to assign
Personalize requests
Or mbedded link
Your logo on client portal
Emails say from you
Easy sign in
Client portal
All requests in one organized portal
Forms, files, e-sign
Visual open item list
Your Team
Real-time tracking
Less busy work

Boilerplate compliments your existing software and workflows.

Out-of-the-Box Solution

Get started in minutes by uploading your own document templates and grouping them into configurable, shareable checklists. Try Boilerplate before the risks, costs and delays of custom software development.

Enterprise-Level Cloud Security

Bank-level security including encryption in transit (TLS) and at rest (AES-256), firewalls, third party cyber hygiene scans, MFA, HIPAA compliance, US-based hosting on AWS, and more.

APIs and Integrations

We offer the OpenAPI standard for integrations. Our partner ecosystem is rapidly expanding... importing contacts, exporting files, and web hooks for event notifications. See partners and APIs.

Embrace Digital Transformation.
Automate manual processes.
Improve customer experience.
Give your team tools for success.
Make digital onboarding 10x easier
The process starts with a free assessment of your document request workflows. Within days, you'll be using your new secure, organized document intake portal.