Document Request & File Upload

Ask clients for documents and see what is in

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Free plan available

Document Request & File Upload overview

A checklist per client, chased through to done
Files go straight into your own site's storage, private
Receiving a document is free on every plan
Runs on Studio, the classic editor and Harmony

Ask each client for the documents you need (photo ID, proof of address, a signed agreement) and see them arrive against a checklist with that client’s name on it. You always know who has sent what, who has sent nothing, and what is still outstanding. Every document goes straight from your client’s browser into your own site’s media library, private, in a folder named for that client. Not one byte passes through my servers, so nothing is priced on storage: a site holds up to 5,000 requests and 20,000 files on every plan. Receiving a document is free on every plan, a lapsed one included. A subscription that ends will never be the reason a client’s file does not arrive. Due dates, overdue marking, a code on any link, a progress bar on every file, every arrangement, every design control and every word on the page are free too. There is no badge and no watermark on any plan, ever. Pro adds up to 200 request desks, accepting a file or sending it back with a note, and the chase list. Business adds requests from a spreadsheet, export to CSV, the full activity record and rules per document. It never sends an email, takes no payment and asks your client for no account.

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Pricing & plans

Basic plan

Free

Up to 5,000 requests, 20,000 files

Files go into your own site storage

Due dates, statuses and a passcode

Every design control, no badge ever

Pro plan

7

/month

Up to 200 request desks

Accept a document or send it back

A chase list with a message to paste

A reference and a note on each one

Business plan

15

/month

Make many requests from a spreadsheet

Export the whole record to CSV

A full activity record per request

File type, size and count rules

* Price is in USD.

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