Solutions / Personal and family
Family paperwork, out of the group chat.
Buying a house, sorting out a parent’s affairs, moving, getting married. The papers you need are with other people, and a group chat is where they go to get lost. One list, a link for each person, and reminders that stop the moment they are done.
- UploadPayslipspayslips.pdfComplete
- ApprovalGifted deposit letterReminder sent
- UploadBank statementsReady to check
What a mortgage application waits for
A broker needs the same pile from everyone named on the mortgage, and from anyone helping with the deposit. Put it in one pack, give each person the requests that are theirs, and send it. A remortgage is the same list, only shorter.
- Both of you
- UploadPhoto IDJMJo MarshYouin 3 daysComplete
- UploadProof of addressJMJo MarshYouin 5 daysComplete
- UploadPayslipsJMJo MarshYouin 7 days3 files sent
- UploadBank statementsJMJo MarshYouin 9 daysAwaiting reply
- FormLoans and cardsJMJo MarshYouin 11 daysReady to check
- The deposit and the house
- UploadGifted deposit letterDODaniel OakesYoutomorrowReminder sent
- UploadMum’s photo IDDODaniel OakesYouin 3 days1 file sent
- UploadWhere it comes fromDODaniel OakesYouin 5 daysAwaiting reply
- QuestionHow much, and whenDODaniel OakesYouin 7 daysReady to check
- UploadBuildings insuranceDODaniel OakesYouin 9 daysAwaiting reply
An illustration. The names are made up.
A group chat cannot tell you what is still missing
Everything anyone sends goes into one long scroll, somewhere between the birthday photos. Finding out what is still to come means scrolling back, and asking again.
An illustration. The names are made up.
One list, and a link for each of them
No account, no password
Everyone gets their own link to the requests that are theirs. Nothing to sign up for and nothing to install, so it works for a parent in their eighties as well as it does for you.
Reminders you do not have to send
Put a due date on the list and reminders go out on the schedule you choose, listing only what is still outstanding. They stop on their own when the list is done.
A photograph is fine
A payslip or a letter can be photographed on a phone, and it lands on the request it answers, dated, with the name of whoever sent it.
The pictures are illustrations. The names are made up.
A parent’s affairs, shared between you
When a parent moves into care or dies, the paperwork tends to land on whoever lives nearest. Make one room for it and give each brother and sister the requests that are theirs. You can see what has arrived and what is still to find; each of them sees only their own list.
- One request per account or policy
- Comments kept with each document
- The whole room as one ZIP
- UploadPension statementspension.pdfComplete
- UploadDeeds for the houseReady to check
- UploadCar insuranceReminder sent
Any list of things other people have
A wedding has a dozen suppliers, each owing you a signed contract, a deposit receipt or a final number. A club treasurer needs a receipt for everything spent in the year. A house move needs meter readings, keys and new addresses from half the family. Each of them is a list, some people and a date, which is all a room needs.
- HBHarefield Barn2 awaiting
- BBBloom & Bough1 overdue
- KBKit Barlow PhotosEverything in
What this is not
Docsroom asks for the papers, keeps the dates and hands everything over in one download. It is not a broker, a solicitor or a financial adviser, and it does not judge whether a document is the one they need. It gets the paperwork into one place, from the people who have it, so whoever advises you starts with everything to hand.
Start with the paperwork you are waiting on.
Free for 14 days, no card. Build the list in ten minutes and send the links tonight.