Approve, reject, and resolve in one place
The expensive part of document collection is not receiving the files — it is the round trip when something is wrong. Review each answer on its own, and ask for exactly the one thing that is missing.
One gap reopens one item
Every answer and file carries its own status. Approve what's right, reject what isn't, and request changes on the single item that needs another pass. Everything already approved stays approved.
- Approve, reject, or request changes per item
- Statuses: pending, provided, approved, rejected, changes requested
- Recipients re-upload against that item in the same portal, using the same link
- No re-sending a checklist the client has already worked through
DOC-2024-014
Client onboarding · nadia@acme.co
Legal entity name
Acme Holdings Ltd.
Incorporation date
12 Mar 2019
Bank statement
statement-q1.pdf
Reviewer: statement is older than 3 months — please re-upload.
Proof of address
utility-bill.pdf
The question sits next to the document
Requesting changes opens a comment thread on that item. The recipient sees what's being asked and why, right beside their own answer, and replies in place — so the exchange is still there when someone reads the file back months later.
- Threads between reviewer and recipient on a single item
- The reason for a rejection stays attached to the document
- System entries record status changes alongside the conversation
Bank statements · Q1
3 comments on this item
Priya Raman
Reviewer09:14This covers March but the request asks for Q1. Could you add January and February?
Liam Chen
Recipient11:02Apologies — uploading the full quarter now.
Priya Raman
Reviewer11:20That's the one. Approving it now.
Everything outstanding, across every request
Outstanding work is a filterable queue generated from the submissions themselves, not a spreadsheet somebody maintains by hand. Anyone covering a colleague can see the exact state of a case without reading an email thread.
- Filter by status, client, and open questions
- Cover for annual leave without being copied into the original thread
- Roles decide who can review and who can only see
Status
Client
DOC-2024-014
2 open questions
DOC-2024-018
4 items awaiting review
DOC-2024-021
1 item awaiting review
A record of who decided what, and when
Each item keeps its own review history — who supplied it, when, who approved or rejected it, and the thread that resolved any question. Alongside it, the audit log records security and data-access events.
- Per-item history retained with the submission
- Audit log covering security, data access, webhook, queue, and system events
- Five roles: organization owner, organization admin, workspace manager, workspace reviewer, and a free read-only auditor
- Two-factor authentication can be required across the whole organization
Audit log
Acme Holdings workspace
Approved 4 items on DOC-2026-031
Priya Raman · 11:20
Passed two-factor challenge
Sam Idris · 09:02
Downloaded export DOC-2026-024.zip
Nadia Okafor · Yesterday
Changed Liam Chen to workspace reviewer
Sam Idris · Yesterday
Delivered request.completed to 1 endpoint
System · 2 days ago