Automation

Automated Reminders

Ensure timely document submissions with automatic reminders sent to customers.

Request Confirmation

Upon creation, customers receive an immediate email notification of the document request.

Scheduled Follow-ups

Customers are automatically reminded about any outstanding documents at predefined intervals.

Deadline Alerts

Customers receive timely notifications as the submission deadline approaches, prompting action.

Enterprise Integrations

Enhance workflow by sending notifications via Slack and automatically creating Jira tickets.

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Manage document workflows efficiently with secure organization, communication, and tracking.