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Document Collection

Move from chasing files to reviewing submissions.

Send document checklists, collect files through upload links and follow up on missing items over WhatsApp.

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What you can do with Document Collection

Documents arriving across several chats are difficult to track. PingDaily organizes collection around a checklist assigned to a client. The client uses an upload link, and your team reviews the submissions against the items you requested.

Reusable document checklists

Choose an available document pack and assign it to a contact. Prebuilt packs support workflows such as GST, TDS and income-tax document collection.

Client upload links

Give clients a dedicated upload link for their assigned checklist. Keep submitted files associated with the collection cycle rather than searching through separate conversations.

Review and follow-up

Approve or reject submissions, see which items are outstanding and configure the follow-up cadence. Your team can focus on incomplete requests.

How it works

  1. 1

    Choose a document pack and assign it to the relevant client.

  2. 2

    Share the upload link through the configured WhatsApp workflow.

  3. 3

    Review submissions and follow up on items that are missing or need correction.

Example workflow

A monthly document collection cycle

A practice assigns a checklist to a client for the month's records. As files arrive, staff review each item and can request a corrected submission. Outstanding items remain visible for the next follow-up.

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Questions about Document Collection

How do clients submit their documents?

Clients receive an upload link for their assigned document checklist and submit the requested files through that page.

Can my team review a file before marking it complete?

Yes. The review workflow lets authorized staff approve or reject a submission so the collection status reflects the review.

Is this permanent file storage?

Document Collection is a collection and review workflow with retention limits. Keep your own required long-term records and check the current retention terms in your workspace.

Build the rest of your workflow

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