Transform Document Requests Into Your Competitive Advantage
Boilerplate is the document management platform built for repetitive and recurring document requests. Get a streamlined request flow, a structured upload portal, and automated tracking with reminders. No more digging for documents, manually chasing people, or worrying something slipped through the cracks.
Automate Document Requests
Replace email threads, shared folder dumps, and tracking spreadsheets with clear checklists that everyone can follow.
The Old Way
Email, Folders, and Spreadsheets
Every request begins with a long email, scattered attachments, and a spreadsheet someone hopes is still accurate.
Drafting new emails with lists of forms and files every time
Attaching PDFs and hoping people download the right version
Hunting through email threads for the latest attachments
Manually updating a spreadsheet to see what’s missing
Dropping files into shared folders with no status or context
Manually reminding people to send the right documents before deadlines
No way to track expirations or recurring submissions
Nothing that clearly shows what’s done vs. still outstanding
The Boilerplate Way
Organized checklists, Zero chaos
You pick a checklist, personalize the requests, hit send — and Boilerplate handles due dates, reminders, expirations, and recurring needs automatically.
Add or import a contact in seconds
Choose a pre-built checklist of forms, files, and tasks
Personalize your requests and hit send
Boilerplate automatically assigns due dates and sends reminders
Recipients see exactly what to fill, sign, upload, or complete
Items turn green as they’re completed — no guesswork
Expirations and recurring requests track themselves
Admins get notified when items arrive or go overdue
All submissions land in a shared team inbox
Approve, return, or export everything to your storage with one click
See Boilerplate in action
Structured, configurable checklists show exactly what’s requested, what’s submitted, and what’s still missing—without digging through email threads.
Why Industry Leaders Choose Boilerplate®
Four pillars that redefine how leading organizations manage document requests—faster, smarter, and with complete confidence.
Efficiency
No more chasing
Reusable document request checklists you can configure and assign in less than a minute. Automated reminders and tracking.
Simplicity
Intuitive and easy
Structured portals showing exactly what needs to be done. Items turn green as they upload files, e-sign PDFs, and fill forms.
Organization
All in one place
Easily review and return problematic items from your communal inbox. Export to your cloud storage via API. We even rename the files for you.
Compliance
Nothing missed
See every request on a real-time dashboard. Know what’s open, closed, pending updates, or expiring soon.
Modern Document Management for Your Organization
Flexible and configurable, Boilerplate simplifies how teams collect, track, and manage the document requests that keep operations running and compliance in check.
Education, Government & Nonprofits
Streamline enrollments, onboarding and clearances while staying audit-ready.
Financial Services
Simplify client onboarding, lending documentation, and compliance tracking—nothing missed, no duplicate requests.
Healthcare
Manage patient intakes, staff onboarding and credential expirations with automated reminders and centralized tracking.
Legal
Personalize and collect client document request lists in secure, trackable portals.
Services & Trades
Automate role-based onboarding paperwork for staff and subcontractors, including license and certificate expiration tracking.
Cross Industry
Replace email attachments and tracking sheets with structured, automated document request lists.
Boilerplate® Onboarding, Compliance & Document Tracking Portals Demo
Ensuring Complete Records for Compliance-Focused Departments
Get structured, intuitive request portals with automated tracking, due dates and reminders. Make compliance an efficiency.
Client Operations
Simplify account openings, client intakes, lending and more. Our delegate functionality allows clients to collaborate on requests with attorneys, accountants, spouses and others.
Human Resources
Manage offer letters and role-based onboarding for staff, 1099s, and volunteers—without chasing them for forms, clearances, and credentials. Plus modules for leave requests and tuition reimbursements.
Procurement
Seamlessly manage vendor onboarding and bid document collection—collect W-9s, COIs, credentials and more, without wondering what's still missing.
Risk Management
Maintain complete document checklists—with real-time missing item visibility—so you’re always prepared for an incident, claim, lawsuit, or audit.
Modern Tools For Configurable Document Request Workflows
Purpose-built features that streamline your repetitive and recurring document requests.
Configurable Checklists
Flexible and reusable, set up for different personas using your documents
Drag & Drop Upload
Snap pictures or add files from a phone, tablet or laptop
PDF-filling with
E-signatures
Customize with your own document templates
Digital Form Builder
Create and add digital forms to your checklists
Auto Reminders
Keep projects moving with intelligent nudges
Real-Time Tracking
Track progress on an itemized, real-time dashboard
Centralized Inbox
All submissions appear in one place, no digging
Mobile Friendly
Submit forms and files on mobile or a tablet
API Integrations
Import contacts;
export files and data
Audit Trails
Complete visibility for compliance
Expiration Monitoring
Track expirations and renewals
Bank-Level Security
Advanced encryption and threat monitoring
Connect Boilerplate to the tools you already use
AWS
Box
Microsoft
Salesforce
Import contacts, export files and data — all through secure APIs.
Hear From Teams Relying on Boilerplate Every Day
The Boilerplate portal has been great. Easy to use and navigate.
Financial Services Client
Pennsylvania
Onboarding is a lot more streamlined. Everything's in one place.
Human Resources Director
New York
We're thrilled!
School Superintendent
Illinois
Simplify Your Repetitive and Recurring Document Requests Today.
See how Boilerplate helps teams stay organized, compliant, and confident—without the spreadsheets, email chains, or manual tracking.
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