The Document Collection & Checklist workflow tracks required documents, verifies submissions, and follows up on missing items automatically. Use it for admissions, compliance, onboarding, vendor qualification, or any process that depends on collecting complete information before moving forward.
Collecting documents is one of those processes that sounds simple but consumes enormous time. You need ten documents from a vendor, a student, or a new hire. They submit seven. You follow up. They send two more. One is the wrong format. You follow up again.
The Document Collection & Checklist workflow eliminates this back-and-forth. You define what's needed, the workflow tracks what's been submitted, the Compliance Worker flags what's missing, and the Follow-up Worker chases the gaps — so your team doesn't have to.
Compliance Worker — Checks whether all required items in the checklist have been submitted. Flags missing documents and incomplete submissions so nothing slips through.
Follow-up Worker — Sends submitters contextual reminders listing exactly which documents are still needed, with deadlines and clear instructions.
See how this works in Schools, Logistics, and Construction.