Document requests
Send an organized checklist of files and information to each client.
THE DOCDROPIT PLATFORM
Everything you need to collect documents.
One secure workflow for requests, uploads, reviews, and return access — for both your team and your clients.
Create a workspace →
Email-verified client portal
Clients return with an email code — no separate password or account.
File uploads
Collect supported PDFs, photos and text files under the correct request.
Scheduled reminders
Send follow-ups for outstanding items on the schedule you choose.
Review and approval
Approve submitted files, request revisions, and complete the checklist.
Two-way file access
Both the business and its verified client can download submitted documents.
Changes and resubmissions
Keep review notes and new versions in the same request workflow.
Business workspaces
Invite team members and keep each business separated.
Progress visibility
Monitor active requests, submitted files, and completion status.
DESIGNED FOR PRIVATE DOCUMENTS
Built around access, not open folders.
Each business only sees its own records. Clients must verify their email before downloading their request files. The production architecture uses managed PostgreSQL and private Amazon S3 object storage.
Launch note: This implementation is still a local pilot. Independent security review, production backups, malware scanning, and live cloud configuration remain necessary before accepting sensitive customer files.
See the process →