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.
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.
Embed or assign checklists
Client uploads, fills, e-signs
Track and remind
Store or export files and data
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
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.
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.
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.
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.