Named Document Checklist
Request a precise set of named documents from a client in one tidy checklist, so nothing gets missed and you collect everything in a single pass.
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.
Document 1
4 fields filled
Document 2
4 fields filled
Document 3
4 fields filled
Other Documents
3 fields filled
Every field this template collects. Without extraction your client copies all 18 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
- 15
- extracted from the files
- On the form
- 18
- fields in total
Start with Named Document Checklist
Import the template and send your first request in minutes.