Send exact checklists
Tell every client what is missing, the required format and the deadline in a reusable template.
PingDaily · Document collection workflow
Collect client documents on WhatsApp without repeated calls
Send precise checklists, follow up on missing items and keep incoming files attached to the right client conversation.
No credit cardMeta-approved templatesWeb and Android
M
Mehta Trading Co.
WhatsApp Business
Documents pending
Hello, we still need your September bank statement and purchase register to complete the filing. Please send both documents here by 12 Oct.
10:24 ✓✓
Bank statement attached. Register by evening.
10:31
Why businesses use it
A reliable follow-up process, without the daily chase
Receive files in context
Keep documents and client replies together in the WhatsApp conversation instead of searching email threads.
Automate the chase
Schedule follow-ups for pending documents so routine chasing does not consume the team's day.
How it works
From contact to scheduled reminder in minutes
Use your connected WhatsApp Business number, approved templates and PingDaily's scheduler to make routine communication repeatable.
- 1
Create a document request
Choose a template and list the documents, period and deadline.
- 2
Send to the client
Deliver the approved request through your connected WhatsApp Business number.
- 3
Track replies and follow-ups
Review incoming files in the inbox and continue reminders only where items remain pending.
Common ways to use these WhatsApp reminders
GST and income-tax documents
Loan and KYC paperwork
Insurance proposal documents
Vendor compliance records
Questions
Frequently asked questions
Can clients send documents back on WhatsApp?+
Yes. Clients can reply with supported images and documents, which appear in the shared inbox conversation.
Can I request different documents from each client?+
Yes. Template variables let you personalise the checklist, reporting period and deadline for each recipient.
Can my team access the collected files?+
Authorised team members can work from the shared inbox rather than relying on one employee's phone.
Does this replace a document management system?+
PingDaily manages WhatsApp requests, replies and reminders. Use your existing storage or workflow for final document classification and long-term records.
Explore related WhatsApp reminder workflows
Put your WhatsApp follow-ups on schedule
Start free, add your contacts and send your first approved reminder.