Configure your workflows with due dates, default comments and configurable reminder frequencies for customers
You can take Document Management a step further with some more advanced configuration options available on a per document basis: https://app.spacetoco.com/dashboard/host/documents?tab=configure_document
Document Collection for Regular Customers
By default, as part of the regular customer application workflow, there is a place for documents to be uploaded.
With document management now being the best way to manage files/documents, you can simply turn off the collection of documents through the regular application workflow.
Head to https://app.spacetoco.com/dashboard/host/verified?tab=settings and 'disable' this part of the application workflow.
'Due within'
There are times when adding on a 'due date' to a document request is needed to ensure you follow up if the customer hasn't actioned anything.
You can set a default 'due within' day range on a per-document level in the configuration area. This will then automatically apply the right date to all new requests moving forward.
You can also adjust this date before you submit the request, or while the request is still pending.
Reminder Frequency
By default, customers are reminded via email every 3 days that a document request needs to be fulfilled. You can change this on a per-document basis.
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.