Automate your document collection

How does it work?

Problem: back-and-forth

Incorrect, missing, “already sent”, and lost

Back and

Chasing down clients and collecting documents you need is like pulling teeth.

Lost in

Stop following email trails, deciphering lengthy emails, and tracking down lost attachments.

Lost in

Incorrect or missing documents will kill your momentum and drain your productivity.

Solution: no more clutter

Stop chasing clients and co-workers for information

Drag and

Surprisingly intuitive and effortless. Creating requests is simple, fast, and easy.

Collect with

Simple interface—no login requirements. Client-friendly checklists a 9-year-old can follow.

Less on your

Turn tangled mess into smooth processes and automate the back and forth.

How it works

A Guide to OkaySend

Image of our drag and drop request builder


Use the intuitive drag and drop request editor to create a request.

Image of sharing the secure link to the checklist with your clients


Share the secure link to the checklist with your clients.

Send gentle reminders to clients


We'll help your clients keep your requests top of mind with automatic reminders.

Approve documents as they arrive


Approve documents as they arrive—ask to redo and reject the ones that require changes.

Download files all in one neat package


Once you're satisfied with the submitted files download them all in one neat package.

Save questions, sections, or entire checklists as templates.


Save time by saving questions, sections, or entire checklists as templates for later use.

Answer your client's questions and provide clarifications.


Answer your client's questions and provide clarifications inside the forms without ever losing context.

All in one

See progress at a glance and keep everyone on the same page.

Secure and

OkaySend is safer than emails and always private.

Your team

Invite members of your team to access your OkaySend account.

Demo: Try it out for yourself

No sign up—no credit card required

Drag, drop, and edit.

Creating and sending requests is simple. If you've ever used Google Forms, you already know how to use the OkaySend editor.

Demo—try out for yourself

Make clients happy.

Forms that don't require login and auto-save progress. Help your clients succeed and offer them a professional experience that delights.

Demo—see what your clients will see

Untangle your workflow.

Automatically move a project along with the right content.