Everything you need to stop chasing documents.
Recurring templates, secure client upload portals, a unified review inbox, automated reminders, and audit-ready exports — all connected in one workflow.
Recurring templates
Build a template once with required and optional document fields. Set the cadence — weekly, monthly, quarterly, semiannually, annually — or trigger a one-off manual request any time.
- Required and optional fields per template
- One template works across all enrolled clients
- Enrol different clients on different templates
- One-off manual requests available any time
No account needed for clients
Clients get a secure upload link by email. They click, upload, and submit — no sign-up, no password, no friction. Each link is unique per client per cycle.
Review inbox
Every upload across every client lands in one inbox. Preview documents in-app without downloading. Approve what's correct or reject with a reason — a targeted re-request goes out automatically listing only the missing items.
- Preview documents in-app — no downloading needed
- Reject once → re-request email sent automatically
- See approved vs outstanding per client at a glance
- All clients, all requests — one view
The system handles the rest
Set up once and let Actis Docs handle the sending, chasing, reviewing, and exporting automatically.
Automated reminders
Clients are reminded automatically as deadlines approach. Outstanding items trigger follow-ups without any manual intervention.
Per-client enrolment
Enrol clients in any template individually. Each client can be on a different template and cadence — history and progress stay visible across every cycle.
Audit-ready exports
Export a complete, uniformly named document set when a cycle is done — clean and consistent every time, no manual renaming required.
Secure by design
Access controls, isolated workspaces, and one-way upload flows — built in from the start, not bolted on.
Protected app access
Authenticated routes are guarded server-side and via middleware — every user only ever sees their own workspace and data.
Isolated data access
All queries are scoped by user ownership — data is cleanly separated between accounts so nothing leaks across boundaries.
Rate-limited endpoints
Sensitive API routes are throttled to reduce abuse on token checks, uploads, and public portal routes.
One-way upload portals
Clients submit documents through secure, scoped links. Once uploaded, documents live in your workspace — clients have no way to retrieve or view them after submission.
No client accounts
Clients access via secure upload links only — no passwords or accounts to create, manage, or compromise.
Audit-friendly outputs
Uniform naming and structured workflow states make exports clean and easier to audit.
Ready to try it?
Start your free trial with full access — 10 clients, 10 requests, 3 templates. No credit card required.
Setup in minutes · Cancel any time