Create smart portals for staff onboarding, client intakes and more — in minutes. Collect sets of forms, files, and e-signatures, visualize open items, automate reminders, and centralize submissions — without all the back-and-forth.
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Replacing email-based document form and files requests with itemized portals simplifies operations and improves client experience. Stop juggling email attachments and tracking spreadsheets.
Share re-usable checklists
Client uploads, fills, e-signs
Review submissions
Track and remind
Monitor expirations
Store or export files and data
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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
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Discover the diverse ways in which our Boilerplate Document Intake Portals have transformed businesses and organizations across various industries.
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?
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.
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.
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.
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 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.
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.
We're creating something truly groundbreaking, an innovation that has never been attempted before, and the buzz from our customers, partners, and users is spreading like wildfire.
Integration: Cloud storage with robust user access controls
Integration: Collect onboarding document requests from candidates
Integration: Collect and track file and document requests via Boilerplate, then seamlessly export them to Box cloud storage.
Integration: Streamlines Document Management with Google drive
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