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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 →
Review in your inbox
Submissions land in one place; accept each file and drop it into the right folder without renaming anything. Capture & scanning →
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.
- Everything filed and searchable once it's in.
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.
Send a link. Get the documents. Done.
Start free on iOS, Android and the web — no card required.