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Client document checklist builder
Write the list of documents you need from a client, then get a link you can send them and an HTML snippet you can paste into your website or portal. Nothing you type is sent to our server: the list lives inside the link.
Preview
Share with a client
Embed on your website
A list tells clients what to send. It does not collect the files or chase them. That is the part DocNag does.
Turn your list into a request that collects itself
Your client uploads through one private link and gets automatic reminders for anything still missing.
Create a request in DocNagFree plan, no card needed. Or see a live demo first.
Frequently asked questions
Is the checklist stored on your server?
No. The list is encoded inside the link after the # sign, which browsers do not send to the server. Anyone with the link can read it, so do not put anything confidential in it.
How do I add it to my website?
Copy the HTML snippet and paste it into any page that accepts HTML. It is plain text and a link, so it also works in most email tools.
Can clients upload files from this page?
No. This page is a list. To collect the files with a private upload link and automatic reminders, create the same list as a DocNag request.