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.
Lost in
emails.
Stop following email trails, deciphering lengthy emails, and tracking down lost attachments.
Lost in
translation.
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
drop.
Surprisingly intuitive and effortless. Creating requests is simple, fast, and easy.
Collect with
ease.
Simple interface—no login requirements. Client-friendly checklists a 9-year-old can follow.
Less on your
plate.
Turn tangled mess into smooth processes and automate the back and forth.
How it works
A Guide to OkaySend
Create
Use the intuitive drag and drop request editor to create a request.
Send
Share the secure link to the checklist with your clients.
Remind
We'll help your clients keep your requests top of mind with automatic reminders.
Approve
Approve documents as they arrive—ask to redo and reject the ones that require changes.
Download
Once you're satisfied with the submitted files download them all in one neat package.
Reuse
Save time by saving questions, sections, or entire checklists as templates for later use.
Comment
Answer your client's questions and provide clarifications inside the forms without ever losing context.
All in one
place.
See progress at a glance and keep everyone on the same page.
Secure and
private.
OkaySend is safer than emails and always private.
Your team
involved.
Invite members of your team to access your OkaySend account.
Demo: Try it out for yourself
