Document Management
About Boilerplate
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
To learn more about Boilerplate, please visit www.boilerplate.co
Contact @ Boilerplate
Brian P. Magrann, Co-Founder & CEO | Email: brian@boilerplate.co
