The product
Every part of asking, answering and keeping score.
Docsroom is small on purpose. It does one job, getting documents, answers and sign-offs back from other people, and it does every piece of that job properly. This is the whole tour.
The list
What you ask for
Who it is for, a pack, a request. Everything else hangs off those three.
Businesses, people and request packs
Every request pack is for someone: a company, a new starter, a household or your own family, each listed under Businesses and people. A pack is one piece of work, such as a new starter’s first week, a house sale or a year end, and it reads top to bottom like the list you would have written by hand.
- Rename sections, drag requests between them
- Only active packs send reminders
- Name and reference, editable at any time
- JPJoshi purchase4 awaiting
- TPTaylor purchase1 overdue
- DRDelaney remortgageEverything in
Six kinds of request
Most of what you ask for is one of six things: a question, an upload, a decision, an approval, a table or a form. Naming the kind tells the other person what a good answer looks like before they read a word.
- Forms with sections and conditional questions
- Repeating sections, one per person or item
- Tables with a row each, and totals
- QuestionA written answerThu 2 Oct
- UploadOne or more filesgas-safety.pdf
- DecisionA choice they makeCollectDeliver
- ApprovalA yes to what you preparedComplete
- TableA row each, with totals4 rows · 96 hours
- FormTyped fields, some required3 of 4 answered
A conversation on every request
Each request has its own thread. Replies carry attachments, either side can edit a reply they wrote, and completing a request is a button rather than a sentence someone has to notice.
- 8 MB a file, 40 MB in one reply
- Drag and drop, batch select or camera
- Edits keep their date and are marked edited
Ask for clarification
An answer is not always the one you needed. Ask for clarification sends the request back with a short note saying what is missing, and it waits for a reply again.
- The note stays on both sides until answered
- Emailed to the assignee with a private link
- It joins the request’s conversation too
The reply
How the answer comes back
From a phone, from the right person, and through an email you have read before it goes.
Upload from a phone
Receipts live in pockets and glove boxes. Upload from a phone shows a QR code tied to that one request; the phone opens a page with a camera button and nothing else. The link is private and stops working after 30 minutes.
- For your team and for the people you ask
- Photos land in the request’s thread
- Mark it complete from the phone
Receipt for £29.99
Take a photo
1 file sentDelegation that keeps its history
Not every request lands with the right person. An assignee can pass it to anyone else on their side, and Not mine sends it back to whoever delegated it.
- Assign one request or a whole selection
- Reassigning revokes any links emailed for it
- Each person sees only what is assigned to them
- SKSarah passed it to Laura3 Sep
- LSLaura returned it: Not mine3 Sep
- SKSarah passed it to Tom4 Sep
- TETom answered with two files5 Sep
Templates
Any pack can become a template. Starting from one copies its sections, wording, request kinds and priorities into a new pack for the business or person you choose, ready to assign.
- Eight included, from new starter to data room
- Rename the new pack as you start it
- Templates never send anything by themselves
- NSNew starterStart
- CSConveyancing: saleStart
- DRData roomStart
Emails that look like you meant them
Select requests and choose Email. Each person receives a boxed email with the requests that are theirs and a button that opens their list on that request, with no password. You see the actual email before it goes.
- Sent from your own domain
- Each emailed link is scoped to its request
- Emailed links last 30 days
- Prepare reminder drafts it in your mail app
- UploadBank statements, April to June
- QuestionThe £402.50 to Corner Plant Hire
The record
What they see, and what you keep
The portal carries your name. Every download carries a date and a person.
Your name in front of the people you ask
Set your own name and logo once, and they stand at the top of the portal they answer in, the phone upload page and the sign-in page. Emails end with your name rather than ours, and replies go where you choose.
- A PNG, JPEG or SVG logo, up to 512 KB
- Notifications name the request and link to it
- Nothing you do yourself notifies you
- UploadBank statementsUpload
- UploadPhoto IDSent
Download history
Download files opens a review page rather than a ZIP straight away. Choose everything, only what is new since your last download, or only what existed at that cutoff. Each completed archive is recorded with its file count and who took it.
- Filed by pack and request, with unique names
- A history for each business, person and pack
- Uploads after a download stay new
- LSEverything6 Sep, 17:20
- LSNew since last time30 Aug, 09:05
- DCEverything12 Aug, 14:41
Keeping score
Where everything stands, without a tracker
Statuses move as people answer, so nobody updates a tracker by hand. Search, due dates, repeating work and your team’s accounts sit alongside.
An illustration. The names are made up.
Find anything, and see what is late
Press Cmd+K from any page and type two letters. Request packs, requests, businesses and people, the people answering, files, templates and team notes come back grouped, and Enter opens the one you wanted.
- Seven groups, exact-prefix matches first
- An Overdue figure, filter and chip on every pack
- A status report to print or download as CSV
- AFArdley Foods4 awaiting
- UploadBank statements3 days overdue
Every request, and every email, in one place
All requests lists every request in every pack, filtered by status, due date or who it is for, and the filters live in the address, so a list can be sent to a colleague.
- People answering shows unopened links
- Hand over moves it all when a contact changes
- Team notes, never shown to the people you ask
- UploadBank statementsReminder sent
- UploadProof of depositReminder sent
- UploadPhoto IDReminder sent
Work that comes round again
Monthly payroll inputs, a quarterly check-in, a yearly renewal: set a pack to repeat and it rolls itself forward on the day, as a draft with the period in its title. Nothing goes out until you send it.
- Monthly, quarterly or yearly, on your day
- Recurring requests lists what repeats, and when
- Paste a list of requests in, one per line
- Nov1 November 2025Complete
- Nov1 November 2026Scheduled
Your account and your team
Every member of staff has their own sign-in and a Settings page for it: name and email, password, two-factor authentication and every place they are signed in. Admins see the Team page and the backups. None of it touches the people you ask, who use links.
Security in detailTwo-factor, and who has it on
Two-factor authentication with an authenticator app and eight recovery codes. The Team page shows who has it on.
Every place you are signed in
Where you are signed in lists every session with its device and dates. Sign out other devices ends all but this one.
Admin changes, on the record
Admins add people, resend an invitation, remove someone, and can remove two-factor for a colleague who is locked out. Each is recorded under their name.
See it with your own list.
Free for 14 days, no card. Or take twenty minutes on a call with someone who uses Docsroom for their own work.