Document collection is the act of gathering paperwork, files, or documents from a client, applicant, or customer.

Specific purposes can vary but common examples may include record-keeping, compliance, analysis, or other business-related needs.

Document collection is often streamlined with the use of software or platforms designed to simplify the gathering and management of documents, ensuring efficiency and accuracy in handling information.

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And no, OkaySend is a web app and doesn't need a CD, for goodness sake!

The purpose of document capture is to systematically gather and organize relevant documents or information for specific purposes such as record-keeping, compliance, analysis, decision-making, or other business-related needs.

Document capture (or collection) is commonly used across various industries to maintain organized records, meet regulatory requirements, enhance collaboration, and support informed decision-making processes.

Automated document collection refers to the use of technology and software solutions to streamline and simplify the process of gathering and managing documents.

Aim:

Automation aims to accelerate clients' submission of paperwork, reducing errors and lost documents. This enhances the client experience, streamlines your business processes, and ultimately boosts productivity.

Importance:

Automated document collection is a more efficient method to gather information from your clients and is often necessary to improve application workflows without compromising on speed or security. It may be impossible to manage requests for documents at scale, for example.

Automated document collection employs software to efficiently gather documents from clients, often utilizing a user-friendly portal for document uploads.

A link is sent via email or SMS to your clients to complete document uploads and send automated reminders.

Additionally, an automated platform offers integration with other apps and tools you use and enable extracting and inputting data into CRMs or databases.

OkaySend supports Zapier integrations.

Any organization that collects contracts, hiring papers, financial forms, legal documentation, healthcare forms, and other types of documents may benefit from automation to improve workflows.

No, OkaySend is a paid service.

All paid plans are free for first 30 days. After the free trial, OkaySend costs a monthly recurring fee.

OkaySend offers competitive pricing and aims to provide a solution that not only fits your budget but also adds substantial value to your business.

Plans, mainly, include limits on active requests, storage, and seats (team members). Following is a break down:

• An active request is a request that was sent and is currently in progress, accessible to the client, and available to be filled out. Your billing plans are limited by the number of active requests at the same time.
• Team members can create, view, and edit requests. Number of invites depends on your Account's selected billing plan.
• The amount of storage available to you depends on your Account's selected billing plan. Note: Requests that are archived will still count against your storage quota.

You can create unlimited checklists to send, receive unlimited responses, and add unlimited people or organizations as recipients.

Checklist in OkaySend is a list of the information you require from your clients. Checklists make it easier to follow and track progress and serve as a reminder of the information to be provided.

Note: Checklists and Requests are the same thing in OkaySend. Checklists become Requests once they are sent to your customer or client.

No! Automate routine collection tasks using our #nocode intuitive drag-and-drop editor and dashboard.

You can even start with one of our templates and personalize it as you go along.

Please see What will a Reminder look like?

Only you can see your data (or your team members you allow access to).

Your data is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.

Yes! We do not access any customer data as a strict matter of policy, unless you’ve given us explicit written approval to do so for support, migration, or for debugging any issues.

For more information about our privacy and security practices please read our Privacy Policy.

The security and integrity of your data is important to you and we understand the immense responsibility we have to safeguard your data and maintain your trust in us.

OkaySend is more secure than email. We’ve put in place industry-leading security and operational measures to keep your data safe when it resides on OkaySend systems.

All data exchanged between your systems and our system is encrypted in transit using industry standard and current encryption protocols for HTTPS. We use full disk encryption across our entire infrastructure, so data is encrypted at rest as well. For more information about our security practices please view: Security & Compliance.

Yes! OkaySend uses encryption across our entire infrastructure, is not susceptible to spam or phishing (unlike email), and (your) email addresses are not exposed or made public to strangers on the internet.