Boilerplate Portals help organizations streamline onboarding document requests from clients, staff, vendors and more. It replaces email-based document request lists, email attachments, disorganized cloud folders and manually tracking submissions. Our portals offer an easy-to-use solution that automates document tracking, submission reminders, and centralizes all documentation for quick access.

Key features:

• Customizable document request lists to fit specific client needs

• Form builder, PDF filler and e-signatures

• Centralized dashboard showing requested, submitted, and outstanding documents

• Automated reminders and follow-ups for incomplete submissions