The product
Every part of asking, answering and keeping score.
Docsroom is small on purpose. It does one job, collecting documents, answers and sign-offs from other people, and does each piece of that job properly.
The list
What you ask for
A client, a pack, a request. Everything else hangs off those three.
Clients and request packs
Each client gets a room of their own, whether that is a customer, a new starter, a property or your own family. Inside it, a request pack is one piece of work: a new starter’s first week, a house sale, a year end. It reads top to bottom like the list you would have written by hand.
- Rename sections, drag requests between them, delete with a warning
- A pack is draft, active or completed; only active packs send reminders
- Client name, reference and notes editable at any time
Clients
Every client a room of their own
Ardley Foods
2 packs · 14 requests
Redhill Groundworks
1 pack · 7 requests
Carter & Lowe
3 packs · 22 requests
Six kinds of request
Most of what you ask for is one of six things. Naming the kind tells the other person what a good answer looks like before they read a word.
- Question: a written answer, for example who may collect a child or what a payment was for
- Upload: one or more files, such as a passport or bank statements
- Decision: a choice they have to make, such as which quote to accept
- Approval: a yes to something you have prepared, such as a contract or draft accounts
- Table: one row per employee or item, with totals, for hours or a stock count
- Form: typed fields, some required, for a new starter, a new client or a child joining a nursery
Six kinds of request
The kind tells the client what a good answer looks like
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, photo library or camera
- Edits keep the original date and are marked as edited
What was the £402.50 to Corner Plant Hire
Ardley Foods · asked 2 September
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.
- Your note shows on the request, on both sides, until they answer
- Whoever the request is assigned to is emailed your note, with a private link straight to it
- The note also goes into the request’s conversation, so the reason stays with it
Receipt for the £29.99 card payment
Ardley Foods · sent back 7 September
screwfix-receipt.pdf
Nadia Kelsall · replied 6 September
Sent back for correction
Priya Shah · 7 September
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.
- Works for your team and for the people you ask
- Photos land in the request’s thread like any other reply
- Mark the request complete from the phone when done
Receipt for the £29.99 card payment
Take a photo
Delegation 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 at once
- Reassigning a request revokes any links emailed for it
- Each person sees only what is assigned to them
Who has had this, and when
Bank statements, April to June
Passed to Priya Shah
by Nadia Kelsall · 3 September, 09:14
Returned as “Not mine”
by Priya Shah · 3 September, 16:02
Passed to Tom Ellis
by Nadia Kelsall · 4 September, 08:30
Answered with two files
by Tom Ellis · 5 September, 11:47
Templates
Any pack can become a template. Starting from one copies its sections, wording, request kinds and priorities into a new pack for the client you choose, ready to assign.
- Nine templates included, from a new starter to a data room
- Rename the new pack as you start it
- Templates never send anything by themselves
Templates
Any pack can become one
New starter
3 requests · 2 sections
Conveyancing: sale
6 requests · 3 sections
Data room (business sale)
24 requests · 7 sections
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 through Resend
- Every emailed link is scoped to its request and lasts 30 days
- Prepare reminder drafts an email in your own mail app instead
To Nadia Kelsall · from Rennick & Vale
Two things we still need
Hello Nadia. These are the two still outstanding. The button opens your list; there is no password.
Bank statements, April to June
What was the £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.
- PNG, JPEG or SVG logo up to 512 KB, with a preview and one click to remove
- Every notification names the person, the request and the client it belongs to, and links straight to the request
- Nothing you do yourself notifies you
Ardley Foods
Your name and mark, on their screen
Bank statements, April to June
Needed by 30 September
Photo ID and proof of address
Sent 2 September
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.
- Organised by pack and request with unique file names
- Separate history for each client and pack
- Uploads arriving after a download stay new
Download history
Every download carries a date and a person
Everything · 22 files
Priya Shah · 6 September, 17:20
New since last time · 4 files
Priya Shah · 30 August, 09:05
Everything · 18 files
Dev Chandra · 12 August, 14:41
Keeping score
Where everything stands
Search, due dates, the whole request list, work that comes round again, and the account behind it.
Find anything, and see what is late
Press Cmd+K from any page and type two letters. Clients, packs, requests, people, files and templates come back grouped, and Enter opens the one you wanted.
- Six result groups, exact-prefix matches first, arrow keys and Enter
- Overdue figure, Overdue filter and "Overdue by 3 days" chips on every pack
- A status report per client to print or download as a CSV
Find anything
Cmd+K, then two letters
Search ard
Clients
Ardley Foods
2 packs · 4 awaiting
Requests
Bank statements, April to June
Ardley Foods · overdue by 3 days
Every request, and every email, in one place
Requests lists every request across every client, filtered by status, due date or client, and the filters live in the address, so a list can be sent to a colleague.
- The Clients page names anyone whose emailed links have sat unopened for three days
- Hand over moves everything still waiting on one person to another when a contact changes
- Notes for your team on every client, searchable, never shown to clients
Requests
Every client, one list · filtered to Overdue
Bank statements, April to June
Ardley Foods · Nadia Kelsall
CSCS cards for the gang
Redhill Groundworks · Marie Tunnicliffe
Signed engagement letter
Carter & Lowe · Ben Harding
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.
- Every month, quarter or year, on the day you choose
- The Clients page shows what is coming up in the next month
- Paste a whole list of requests into a section, one per line
Monthly payroll inputs
Ardley Foods · repeats by itself
Rolled forward 1 September
4 requests · a draft until you send it
Next on 1 October
Reminders start three days before
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 clients, who use links.
- Two-factor authentication with an authenticator app and eight recovery codes; the Team page shows who has it on
- Where you are signed in lists every session with its device and dates; Sign out other devices ends all but this one
- Admins add people, resend an invitation, remove someone, and can remove two-factor for a colleague who is locked out, each recorded under their name
Your team
A sign-in each, and only the clients they should see
Priya Shah
priya@rennickvale.co.uk
Dev Chandra
dev@rennickvale.co.uk
Erin Boyle
erin@rennickvale.co.uk
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.