ENCRYPTED. NO-CODE. CLOUD-BASED.

Effortless form, file and document requests

Experience unparalleled efficiency as our organized, configurable portals revolutionize the way you manage file and document requests. Enjoy seamless PDF filling, e-signatures, digital forms, itemized file requests, reminders, and real-time tracking—all in one powerful platform designed to streamline your workflow and elevate security standards.

Request Demo
boilerplate

Your document request process should be organized and trackable

Replacing email-based document form and files requests with itemized portals simplifies operations and improves client experience. Stop juggling email attachments and tracking spreadsheets.

Your new document request workflow:
Application

Share re-usable checklists

Onboarding

Client uploads, fills, e-signs

Underwriting

Review submissions

Agreement

Track and remind

SOP

Monitor expirations

Claim

Store or export files and data

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Mobile teamGroup

Boilerplate your digital intake and onboarding processes 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

Reminders

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.

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

Trusted by:

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

The Essential Document Request Questions:

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Did we ask for it? Which specific files and documents have been requested? Are these requests complete and consistent for the scenario, persona or role of the other party? Are they clear on what's needed?

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Did they give it to us? Verify that we have received the requested documents without scouring inboxes, cloud folders and paper docs. Private blockchain-based activity logs provide a custody chain. Automated visual trackers and reminders clearly communicate what's still missing.

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Is it correct? All submitted documents pass through a quality assurance queue for accuracy and completeness. If any discrepancies or errors are identified, easily request and track updates through the system.

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Where is it? Securely access submitted files in a stress-free, organized system. No more searching across inboxes and cloud folders, or manually re-naming files when downloading or exporting.

No items found.

Streamline your document intake process,
improving accuracy, efficiency and user experience.

1
One-time setup
Create checklists once
Persona-based
Re-usable
2
Assign or embed
Enter email to assign
Personalize requests
Or embedded link
3
Branded
Your logo on portal
Emails say from you
Easy sign in
4
Client portal
All requests in one organized portal
Forms, files, e-sign
Visual open item list
5
Your Team
Real-time tracking
Reminders
Less busy work

Boilerplate compliments your existing software and workflows.

Jigsaw
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.

security
Enterprise-Level Cloud Security

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

device
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.

Integrations

Embrace Digital Transformation.

Automate manual processes.
Improve user experience.
Reduce compliance risks.

Make repetitive file and document requests 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.