HR Document Management Software to
Streamline Hiring and Onboarding

Boilerplate is a cloud-based document management system that empowers Human Resources to streamline offer letters and onboarding documents.

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hr document management software

Onboarding and document intakes for all your personnel types:

Configurable with your own documents and file requests for all modern workplace scenarios:

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In person
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Multiple locations

Configurable with your own documents and file requests for all modern workplace scenarios:

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What our clients say about us

What People are Saying

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.

Five star review!
Non-profit Chairman
I love the system... you're not running around looking for different documents. It's all right there for you to see. Everyone can go in and see the same information, and see what's still needed.
Construction owner
This is awesome.... I LOVE what I am seeing 😊
Hiring coordinator, medical transportation
I was impressed at the depth of thought that went into the features they've developed and overall UI. Much better than various onboarding platforms I've seen in the past.
HR consultant
Saving me 40 hours a week
Hiring coordinator, construction and home services
Easy to use, great interface
HR Director, Philadelphia
Wonderful to work with
School District Secretary
Thrilled with the streamlining
School Superintendent
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Streamline your Human Resources onboarding with document management and e-signatures in one platform

Human Resources departments get bogged down juggling hiring documentation without the right Human Resources document management software. The HR department of a fast-growing company has to prepare, send, and track hundreds of documents each month. These include offer letters, background check authorizations, handbooks and policy sign-offs, payroll forms, I-9s, W-4s, IDs, licenses, credentials, benefits enrollments, and more--which is inefficient and error-prone without HR document management software.

Save time and money, improve accuracy, and delight new employees when managing HR documentation:

Offer letters & contracts
Client intake
Onboarding: HR, legal, I-9, tax & payroll docs
Contractors: licenses, contracts, insurance
Account Changes
Acquired staff

Boilerplate is an online document management tool for Human Resources professionals that modernizes the hiring experience. Create configurable, re-usable digital checklists with your content for a quick, seamless document intake and e-signature process. Eliminate unnecessary emails and confusion with simple open items tracking. All requests in Boilerplate are trackable and viewable, securely stored in the cloud for access anywhere by employees, contractors, and your Human Resources team. You can be using our system in minutes.

New employees and contractors onboarding demo

HR Document Management

Boilerplate provides an easy document request and completion experience for everyone.

Eliminate the manual paperwork

Document automation and e-signatures using digital checklists allow Human Resources teams to process offer letters and onboarding checklists quickly. Set up checklists with profiles for different roles and locations, then send in seconds.

Increase new hire satisfaction

Organized document management for new hires expedites the hiring process to lose fewer candidates. New employees and contractors can fill forms, digitally sign documents, and upload file requests without having to ask what is still missing. This eliminates email attachments and expedites the new hire process.

Maintain security and compliance

Boilerplate keeps your critical documents secure with enterprise-level cloud security, including encryption in transit (TLS) and at rest (AES-256), suspicious activity monitoring, multi-factor authentication, and more.

Improve operational productivity

Our visual dashboards provide visibility for management while checklist workflows make life easy for the hiring coordinators welcoming new employees. Eliminating manual document management and tracking means your human resources teams can concentrate on attracting and quickly onboarding the best talent.

Use-Cases of Boilerplate

Our cloud-based document management and e-signature platform for Human Resources simplifies use-cases across the entire customer lifecycle.

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Offer Letters and Contracts

Create offer letters and contracts offline and then add signature fields, or upload a template once and fill in the blanks for each new employee or contractor.

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Onboarding Employees

The average new employee submits over a dozen forms and files, including I-9, W-4, handbooks and policy sign offs, payroll docs, ID, credentials, and more. Tracking, reviewing, and sending reminders becomes a full time job without a system.

Contractors/ 1099s

Contractors are often managed outside the traditional HRIS system, but ensuring the proper paperwork in place is critical for compliance purposes. Use digital checklists to make this process easy.

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Acquired staff

Bringing on a large group of new employees after an acquisition? Do a bulk send to a list of emails to ensure they've completed all the HR paperwork to become part of your organization.

Why Choose Boilerplate?


Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.

No Code, Easy to Use

You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces email attachments and tracking sheets, working alongside your ATS and HRIS. Manage your hiring documents with an efficient, organized, and user-friendly solution.

Optimized Workflow

Use configurable checklists to build out a workflow with your content and documents. Have a different offer letter template for executives vs hourly staff? No problem. Need separate onboarding checklists for different states? No problem. Input your content into our system to create all the checklists you need, then choose the next one you send as the employee or contractor progresses through your workflow.

Transform the Human Resources hiring documentation process with Boilerplate document intake & e-sign platform.

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