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Document Collection

Request a defined set of supporting documents from a client in a single tidy upload.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Photo ID

4 fields filled

Full Name Date of Birth ID Number ID Expiry

Proof of Address

3 fields filled

Residential Address Issued By Document Date

Bank Statement

4 fields filled

Bank Name Account Number (last 4) Statement Period End Closing Balance

Signed Agreement

3 fields filled

Agreement Date Parties Signatory Name

Every field this template collects. Without extraction your client copies all 17 values off their own documents by hand — and still sends you the 4 files.

Client sends
4
4 files to upload
Client types
3
the rest is read for them
AI fills
14
extracted from the files
On the form
17
fields in total

Start with Document Collection

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