Features

Modernize client interaction workflows

A Seamless document collection workflow

Provide your staff, clients, contractors and partners with a digital way to interact with you and get the information you need. Save time and improve the customer experience.

DocKeeper takes care of your document collection — everything from driver’s license, permits and insurances to contact information and e-signatures.

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Configure requests in your own way

Choose what type of document your contact uploads. You can set your requests to require image verification or custom data such as document number and expiry date.

Automate client reminder emails

Set up an automated prompt that notifies your contacts when they are required to upload key documents as well as when their documents are almost due for renewal.

Real-time admin notifications

As an admin you can staty on top of managing your requests. Get to know when a contact fails to upload the required key documents and when one is submitted successfully.

Track and analyze engagement

Get powerful real-time insights into what is happening with document. See who has opened, viewed, and signed key documents. Learn who hasn't engaged yet.

Simplify Client Experience

Simple and secure client portal

Our client portal is designed to serve as a perfect interface that ensures a smooth interaction between our clients and their contacts.

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White Label Dockeeper

Custom company branding

Make DocKeeper truly yours and impress your clients by replacing our branding with your own.

Custom URL

Replace the default DocKeeper sub domain such as you.dockeeper.io with your own custom domain name.

Remove DocKeeper Branding

Remove all our branding and fully customise the app to meet branding and feature requirements.

Mobile Responsive

Access everything on the go

DocKeeper has been designed to function perfectly on your mobile device.

It doesn’t stop at that, you don’t need access to a scanner to upload your key documents; we have made uploading super easy. DocKeeper allows you to make use of your mobile phone camera to capture and upload your key documents right on the spot.

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eSignature feature

Make it so easy to sign your documents

DocKeepers easy to use electronic signature tool means you can create legally binding esignatures for faster document signing.

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A modern approach to your document collection.

Switch to Smart Automated Document Collection

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