Welcome to Boilerplate! Let's make collecting and tracking files easy.
Our objective is to set up packages of requests that can be fulfilled repeatedly with minimal effort on your end. These requests can be set up as a shareable link, or assigned to a specific email address. All submissions will be reviewed for quality, organized, and tracked.
These instructions serve as a guide to using our software. If you have any questions or suggestions, please use the blue chat button in the bottom right when logged in, or email email@example.com.
As a requestor, it’s easiest to use our platform on a desktop internet browser.
Each section of the training will address:
Proceeding to the next step
We’ll cover these components:
Documents - add forms and templates
Packages - assemble requests, create a shareable intake link
Recipients - send customized requests to specific people
Review - approve submissions or return for updates
Dashboard - track results and access files, relax and watch the magic
Client/ Recipient Portal - access and submit requests
Still have questions? Use the chat bot or email firstname.lastname@example.org