Stop chasing people for renewed documents.
Automatically request renewed documents from employees, contractors and suppliers. They upload through a simple link, and follow-ups go out on their own.
- 14-day free trial
- No credit card needed
- Import your Excel list
In short
What is a document request?
An email that asks the person who holds a document for the renewed copy, with a link to upload it. Each request belongs to an expiration you track, so it can go out on its own before the date and stops as soon as the file arrives.
Made for paperwork that renews: insurance certificates, licenses, certifications, registrations.
How it works
Three steps. Only the last one needs you.
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1
We ask
The request goes out on the day you chose, say 30 days before the date. Or send it yourself.
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2
They upload
They open the link and send the file from their phone or computer. No account, no password.
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3
You approve
Check the file, enter the new expiration date and approve. Reminders start again for next time.
Automatic requests
Ask before it expires, without remembering to.
Pick how many days before the expiration date to ask. On that day the request goes out by itself, once per renewal.
- Set it once for a whole type, like every certificate of insurance, or for a single item.
- Need it sooner? Send a request yourself and add a personal note.
- Change the wording of the emails in Settings.
The request goes out before anyone has to think about it.
The upload page
Easy for them: one link, one file.
The link opens a page with your company name and logo, the document you need and when the current copy expires.
- They choose a file or drop it in. A photo of a paper card works.
- No account to create, no password to forget.
- Wrong person? They can tell you who handles it instead.
No more attachments lost in your inbox.
Follow-ups
The follow-ups go out without you.
Nothing uploaded yet? We send a follow-up every 7 days, up to six times, and never more than 7 days past the expiration date.
- They stop the moment a file arrives.
- See who opened the link and who hasn't yet.
- Send it again any time. The new link replaces the old one.
No more "just checking in" emails.
Review and approve
Nothing counts until you approve it.
New uploads show under "Needs you" on your Expirations page, next to the date on file.
- Enter the date printed on the new document. If it renews on a fixed cycle, we suggest it for you to check.
- Approve, and the new file and date replace the old ones.
- Wrong document? Reject it with a reason. They get your note and a fresh upload link.
A wrong certificate never quietly replaces the right one.
What people ask for
The paperwork that comes back every year.
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Certificates of insurance
From subcontractors and vendors, before they're back on site
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Licenses and permits
Contractor, trade and operating licenses
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Staff certifications
First aid, forklift and safety cards, straight from the employee
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Driver and vehicle papers
Medical cards, CDLs, registrations, inspections
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Vendor paperwork
Safety certificates, signed agreements, annual forms
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Anything with a date
If it expires, you can ask for the new one
What it doesn't do
Good to know before you start.
- It doesn't read the file. You or a colleague checks it's the right document.
- One request, one document. Need three? Send three.
- Uploads are PDF, JPG or PNG, up to 20 MB.
- It's for renewals of what you track, not for one-off file requests.
Questions
Do they need an account?
No. They click the link in the email and upload the file. Nothing to install, no password.
Who can see the files?
Only the people who log in to your account. The link lets someone send a file, not see yours, and it stops working once you approve or reject what they sent.
What if I asked the wrong person?
The upload page has a "Not the right person?" link. They tell you who handles it, and that person is added to the request.
What if they send the wrong file?
Reject it and add a reason, such as "This is last year's certificate". They get an email with your reason and a new upload link.
Can I change what the email says?
Yes. Edit the request, follow-up and rejection emails in Settings, and add a personal note whenever you send a request.
When do the follow-ups stop?
When a file arrives. Otherwise after six, and never more than 7 days past the expiration date. You can send the request again at any time.
Spend less time on your next renewal.
Start with a 14-day free trial. No credit card needed.