Automate your document collection
How does it work?
Problem: back-and-forth
Incorrect, missing, “already sent”, and lost
Back and
forth.
Chasing down clients and collecting documents you need is like pulling teeth.
![](../../assets/benefits_pattern.png)
Lost in
emails.
Stop following email trails, deciphering lengthy emails, and tracking down lost attachments.
![](../../assets/benefits_pattern.png)
Lost in
translation.
Incorrect or missing documents will kill your momentum and drain your productivity.
![](../../assets/benefits_pattern.png)
Solution: no more clutter
Stop chasing clients and co-workers for information
Drag and
drop.
Surprisingly intuitive and effortless. Creating requests is simple, fast, and easy.
![](../../assets/benefits_pattern.png)
Collect with
ease.
Simple interface—no login requirements. Client-friendly checklists a 9-year-old can follow.
![](../../assets/benefits_pattern.png)
Less on your
plate.
Turn tangled mess into smooth processes and automate the back and forth.
![](../../assets/benefits_pattern.png)
How it works
A Guide to OkaySend
![Image of our drag and drop request builder](../assets/builder.jpg)
Create
Use the intuitive drag and drop request editor to create a request.
![Image of sharing the secure link to the checklist with your clients](../assets/send.jpg)
Send
Share the secure link to the checklist with your clients.
![Send gentle reminders to clients](../assets/remind.jpg)
Remind
We'll help your clients keep your requests top of mind with automatic reminders.
![Approve documents as they arrive](../assets/approve.jpg)
Approve
Approve documents as they arrive—ask to redo and reject the ones that require changes.
![Download files all in one neat package](../assets/download.jpg)
Download
Once you're satisfied with the submitted files download them all in one neat package.
![Save questions, sections, or entire checklists as templates.](../assets/reuse.jpg)
Reuse
Save time by saving questions, sections, or entire checklists as templates for later use.
![Answer your client's questions and provide clarifications.](../assets/comment.jpg)
Comment
Answer your client's questions and provide clarifications inside the forms without ever losing context.
![](../../assets/dashboard.png)
All in one
place.
See progress at a glance and keep everyone on the same page.
![](../../assets/locked.png)
Secure and
private.
OkaySend is safer than emails and always private.
![](../../assets/team.png)
Your team
involved.
Invite members of your team to access your OkaySend account.
Demo: Try it out for yourself