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Digital Document Requests List Hero

Collect Documents Up to 3.5x Faster

Stop chasing documents and start serving clients faster with one powerful tool to complete the document collection process from start to finish.

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Watch How to Simplify Document Request Lists

Sharefile Uncomplicates This Notoriously Time-Consuming Workflow

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Keep Things Moving

Get instant alerts when documents are uploaded for review. Quickly approve, complete submissions, or request updates with just a click.

Keep Things Moving

Automate Document Collection

Easily upload you request list spreadsheet or generate one on the fly. You can save request list templates to reuse, accelerating future document requests.

Automate Document Collection

Protect the Exchange of Sensitive Documents

Safeguard every file with built-in encryption. Track requests, monitor submissions, and instantly see what’s complete—securely and effortlessly.

Protect the Exchange of Sensitive Documents

Features to Simplify Document Request Lists

Create your List

Create Your List

Import your spreadsheet for quick setup or generate an editable list from a prompt—no tedious work needed. Save lists as templates for faster reuse.

Expedited Service

Expedited Service

Automated emails are sent to clients reminding them of new and pending requests, comments, and approaching due dates.

Approval

Fast-Track Approvals

Review and approve documents as they’re submitted — or reject ones that need a redo.

“I like the look and feel of the document request process. It’s easy to use and quick to know what status it’s in, and I think our clients will respond to this well too.”

Jennifer Lorenzen Owner, LT CPAs & Company

“It’s helpful to separate document request by projects instead of one big request list so that whoever needs to see just HR lists or loan lists can quickly find what they need.”

Jennifer Hoskins Partner, Nearman, Maynard, Vallez, CPAs

“I really like the document request tool. It makes the PBC list process dummy-proof and it’s very intuitive. You just click and drop, which is great.”

Nina Lang Staff Accountant, LT CPAs & Company

Explore More Features That Create Efficiencies

Rapid Client Onboarding

Reduce the Number of Steps to Service Clients Quicker

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Dedicated Collaboration Spaces

Create Dedicated Spaces to Streamline Client Interactions on Projects

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Template Library

Accelerate Workflows & Foster Client Relations With ShareFile Templates

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3rd-party Integrations

Connect ShareFile to Your Favorite Apps to Boost Productivity

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