How to track client onboarding documents and signatures
Collecting files via email means some clients print and scan while others sign digitally. Because documents often arrive missing or non-compliant, it becomes difficult to maintain a clear view of each registration's status. This lack of standardization makes following up pretty time-consuming, especially during tax season.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
- 1Recevoir les dossiers par email et faire un suivi manuel
- 2Having clients print, sign, and scan documents
- 3Having clients sign and return documents directly through email
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
“Le problème est que cette gestion devient assez compliquée : les dossiers arrivent par email, certains documents peuvent manquer, certains ne sont pas conformes, et il devient difficile d'avoir une vision claire de l'état de chaque inscription.”source ↗
Where this came up
People with this problem also raised
- 5How to stop manually moving numbers from PDFs into Excel
- 4Why does a CRM get so messy as outbound volume grows?
- 5How to automate lead follow-ups without sounding robotic
- 3How to manage multiple business email accounts without a chaotic mess
- 4How do you handle chasing clients for missing documents?
- 3Why is supplier communication spread across so many apps?