Automated follow-ups

We follow up,

so you don't have to.

Never chase documents again with intelligent reminders that work while you sleep.

Email Reminder Templates

Reminder Schedule
1
Initial Request Immediately
2
First Reminder After 3 days
3
Days between each reminder Every 7 days
4
Max number of reminders Stop after 4 reminders
Email Content

Subject:

Important: Documents still pending for your application

Body:

Hello {{recipient_name}},

We noticed that we're still missing some important documents for your application:

{{missing_documents}}

Please upload these documents as soon as possible to avoid delays in processing your application.

Click the button below to upload your documents:

Upload Documents

Thank you,
The Team at Superdocu

Stay compliant at any time

Stop chasing documents manually

Let our system send email reminders when something is missing or expired.

Customized scheduling

Set custom reminder intervals for each of your workflows.

Expiration management

We send automated follow-ups before and after a specific document expires, so you never have to.

Manual follow-ups

Need a document urgently? Send a reminder in just a click.

 

Features

Discover Superdocu's features

Meet your flexible solution to collect documents and information from your contacts,
to onboard them and keep their cases complete and compliant.

Validation Dashboard

Streamline your document workflow with a validation dashboard for all documents and information.

Workflow Builder

Build custom onboarding workflows in just a few clicks, from scratch or using industry-based templates.

Automated follow-ups

Never chase a document manually again: automate reminders in case of missing, invalid or expired document.

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Integrations

Integrate with your current workflow, using our API, Webhooks, Zapier or DocuSign integrations.

Branded Portal

Your logo, your colors: provide a seamless experience to your contacts, with a portal that looks just like you!

Ready to automate your onboarding workflow?

Join thousands of businesses that have simplified their document collection process and delighted their clients.

N

7-Day free trial, cancel anytime.

Reduce collection time by 70%

Automate requests & follow-ups

Ensure your data compliance

Integrate with your tools

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