Document Request & Collection Software

Streamline and Automate Client Document Request and Collection

Tired of chasing after all the documents you need to collaborate with a client? Use SmartVault’s handy Request Docs feature to send each customer a list of exactly which documents you need, along with simple guidance on how to share them with you.

Simplify the Way You Request, Collect, and Track Documents

Make gathering documents and tracking document collection progress simple and straightforward with Request Docs. Use this powerful document request software to streamline and expedite engagements with each of your clients.

Create customizable request list templates

Business users can create document request lists easily, and bulk send to clients from the central Request Docs dashboard.
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Manage all requested documents in one place

Request, collect, and store all client documents by unique request lists, and keep tabs on them in a central location.
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Gain full visibility into all submission statuses

Track every client’s request list completion status in the main dashboard and quickly send reminders to keep projects going.
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See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

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Provide a Simple, Efficient Document Submission Experience for Your Clients

SmartVault’s document request software solution, Request Docs, lets your clients quickly submit all relevant work documents, then allows authorized users from your team and theirs to easily track where they are in a central, online portal.

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Auto-populated Document Upload Lists

Send clients auto-populated document upload lists that outline every single document they need to submit.

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Intuitive Document Submission Experience

Let clients upload documents, make changes, and add notes from any desktop or mobile device.

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Submit Only After Upload Completion

Help make sure clients don’t accidentally miss sending you important information or documents.

Get Started Now

Open a free trial account to get started now.

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See SmartVault in Action

Book a 15-minute demo to see exactly how SmartVault can work for your business.

See A Demo