Docsroom

Features / Request packs

The list you send, and the list they work through.

A pack groups the requests that belong to one job: a new starter, a house purchase, a tenancy, a school trip, a year end, a deal. It has sections so a long list is not a wall, a status so nothing goes out before you mean it to, and a life after this time round.

Move-in, 5 October · 17 Hazel Mews8 of 15 back9 of 15 back
  • UploadPhoto IDMaya OsborneReminder sent
  • FormGuarantor incomeKeith OsborneReady to check
  • QuestionRight to rent codeTom RuddComplete
What it carries

What a pack carries

Everything about one job in one place, so a handover is a link rather than a conversation.

  • A status report to print, or export as CSV
  • Every file in it as one ZIP, by request
  • A copy link for anyone on your team
  • A repeat, monthly, quarterly or yearly
Move-in · 17 Hazel MewsDraftSent · due 5 October

Tenants

  • MOPhoto IDMaya OsborneComplete
  • TRRight to rent share codeTom RuddComplete

Guarantor

  • KOProof of incomeKeith Osborne2 files sent

Moving day

  • MOMeter readingsMaya OsborneAwaiting reply
Sections, different people, one due date.

An illustration. The names are made up.

Nothing goes out until you send it

Build the pack as a draft, get it right, then send. That is the moment the people on it are emailed, not before.

Roll it forward

Next quarter’s pack starts from this one: same list, dates moved on, every request back to awaiting, last time’s answers still on the record beside it.

Or repeat it without being asked

Say monthly and on which day, and Docsroom raises the next one itself and leaves it as a draft for you.

The pictures are illustrations. The names are made up.

Reporting

A status report for the file

Every request, who it belongs to, what state it is in and when it was last touched. It prints, and it exports as CSV, which is usually what a review or a committee paper wants.

Pack status · 17 Hazel Mews9 of 15 back
  • Complete14 files9 requests
  • Awaiting a reply2 overdue4 requests
  • Ready to checksince Friday2 requests

Save one as a template

When a pack turns out well, keep it. It becomes a template you can start for one person or for fifty, and you can edit it later without touching the packs already running from it.

  • Save any pack as a template in one action
  • Edit a template without disturbing live packs
  • Start it for many at once, a pack each
Tenancy move-in · a template
  • UploadPhoto IDeach tenant
  • QuestionRight to rent codeeach tenant
  • FormGuarantor detailsID and income
Assigned when it startsUse template

Read next

TemplatesThe list you send again and againRequestsThe unit inside a packRemindersChasing that knows when to stop

Build a pack and send it.

Free for 14 days, no card.

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