DocTracker

How DocTracker works

Set up recurring document collection in six clear steps for owner and clients.

Form for creating a VAT Report document type in DocTracker

Step 1

Create a document type (VAT Report)

Define a reusable document type with clear requirements so every client submits the same file format.

DocTracker screen for inviting a client to a workspace

Step 2

Invite your client

Send a secure invite link so clients access their workspace without sharing files over email.

Deadline setup view in DocTracker with due date and reminder options

Step 3

Set deadlines

Assign due dates and keep all submissions tied to specific periods and responsible clients.

DocTracker dashboard showing the list of document types and collection status

Step 4

Track missing documents in dashboard

Use the dashboard to see overdue and missing items instantly and focus follow-ups where risk is highest.

Owner and client dashboard highlighting missing documents and overall progress

Step 5

Client sees required documents

Clients get a clear list of required files and current statuses, reducing clarification requests.

Client dashboard showing required documents and secure file upload action

Step 6

Client uploads files securely

Clients upload directly to DocTracker so the owner receives documents in one controlled location.