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Document Management: Advanced settings

Fine-tune your document workflows with due dates, reminders, and default messaging

SpacetoCo's document configuration settings let you control when document requests are sent, set default due dates and reminders, pre-fill messaging, and disable document collection from the regular customer application workflow — all from your dashboard.

Visit app.spacetoco.com/dashboard/host/documents?tab=configure_document

When to Use This

Apply these settings when you want to:

  • Turn off default document collection as part of regular customer applications.

  • Set clearer expectations for when documents are due.

  • Automatically remind customers if they haven’t submitted documents yet.

  • Save time by pre-filling common messaging.

Document Collection for Regular Customers

By default, as part of the regular customer application workflow, there is a place for documents to be uploaded. 

Screenshot 2024-10-07 at 4.20.58 pmDocument Management is now the recommended way to manage documents, so you can disable document collection through the regular application workflow. 

Head to app.spacetoco.com/dashboard/host/verified?tab=settings and 'disable' this part of the application workflow.

Due within

Screenshot 2024-10-07 at 4.15.43 pmAssign a default due date range for each document template. This automatically applies a clear deadline to every new request, helping both Hosts and Customers stay on track. You can still adjust these dates manually before or after submitting a request.

Reminder Frequency

By default, customers receive reminder emails every 3 days until a document is submitted. You can customise this frequency on a per-document template basis to better suit your collection timeline. To change the reminder frequency for a specific document template, go to your document configuration settings at app.spacetoco.com/dashboard/host/documents?tab=configure_document, select the relevant template, and update the reminder frequency before saving.

Default Comment

When submitting a request to a customer for a document, you have the option to write a comment each time. You can now set the 'default' for this comment, saving you time on each request. The comment is still editable, so you can adjust it slightly before submission. 

Tips for Better Workflow

  • Eliminate redundant steps by disabling document prompts in the Regular Customer flow and managing everything via Document Management.

  • Stay proactive by setting realistic ‘Due Within’ dates and appropriate reminder frequency—this increases on-time document submissions.

  • Customize but save time with default comments, and tweak them as needed before sending.