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Collect documentsCollect documents with a link
Stop chasing files over email and WhatsApp. Create a titled request, share a link, and clients upload straight into your inbox — where you review, organise and file every submission.
Chasing files is a job nobody wants
Onboarding a client, closing a deal or filing a return usually means collecting a fixed set of documents from someone who isn't sitting next to you. Done over chat and email, it turns into days of reminders, mixed-up attachments and half-received lists. A document request replaces all of that with one link.
Endless follow-ups
"Did you send the address proof yet?" — round after round of reminders that eat your day.
Scattered attachments
Files arrive across WhatsApp, email and SMS — and someone has to gather and rename them all.
No clear status
Without a single checklist, it's never obvious what's in, what's missing and who you're waiting on.
Request, receive, review — in one place
Set up exactly what you need, send the link, and let submissions flow into a tidy inbox.
Build a titled checklist
Name the request and list the exact documents you need, so the recipient knows precisely what to send. Document management →
Share a single link
Send the request over WhatsApp or email; recipients upload from any device with nothing to install. Sharing & export →
Save straight into a filed document
Submissions land in one place; save one and it becomes a real, searchable document — no re-uploading, no retyping what was already sent. Forms & intake →
Sign off and finish
Once everything's in, sign agreements or forms and export a finished PDF — no printing or scanning. E-signatures →
Three steps to a complete file
Create the request
Title it, list the documents you need, and ScanPix builds a clean checklist with its own link.
Send and collect
Share the link; the recipient uploads each item and the request shows what's received and what's pending.
Review and file
Check each submission, accept it, and file it into the right folder — searchable from then on.
Always know exactly where a file stands
Each request is its own little dashboard. You see what's been received, what's still outstanding, and who to nudge — so onboarding a client or closing a deal moves from a guessing game to a clear, finishable task.
- Received vs pending at a glance.
- No accounts or apps for the other side.
- Save a submission straight into a filed, searchable document.
Works with the rest of ScanPix
Document requests feed the rest of your workspace from the moment a file lands.
Frequently asked questions
Do my clients need a ScanPix account to send me documents?
No. You share a link and your client uploads files from any phone or laptop with nothing to install and no account to create. The submission lands straight in your request inbox where you review and file it.
Can I see which documents are still missing?
Yes. A request lists each document you asked for and shows what has been received and what is still pending, so you can follow up on exactly the missing items instead of re-sending the whole list.
Are collected documents private and secure?
Submitted documents are encrypted in transit and at rest, visible only to you and the teammates you choose, and never sold. You can export or delete any collected file whenever you want.
Do I have to retype what was submitted?
No. Once you've reviewed a submission, save it and ScanPix turns it into a real, filed document — the files and any answers land as searchable fields on the record, ready to link to a customer. Nothing needs to be copied out by hand.
Learn more about collect documents
- How to collect documents from clients without the chaseA practical guide to collecting documents from clients — send a request link, get files back labelled and organised, and stop chasing paperwork over email.Read more →
- How to go paperless (without disrupting how you already work)A practical, step-by-step guide to going paperless — what to digitise first, how to organise files so you can find them, and how to keep records secure.Read more →
- ScanPix vs Adobe ScanAdobe Scan alternative: ScanPix scans and OCRs, then adds document management, catalogues, document collection, e-signatures and teams in one workspace.Read more →
- The best document management software for accountantsWhat accountants and CA firms need from document management — secure client collection, fast search, e-sign and KYC — all in one ScanPix workspace.Read more →
- The best document management software for a small businessWhat to look for in document management software for a small business — and how ScanPix brings capture, search, catalogues, e-sign and teams together.Read more →
- ScanPix vs CamScannerCamScanner alternative: ScanPix scans too, but adds data extraction, document management, catalogues, requests, e-signatures and teams in one workspace.Read more →
Send a link. Get the documents. Done.
Start free on iOS, Android and the web — no card required.