How to use
Learn it in minutes, not training days.
Short videos and one-page guides for owners and staff.
01 Get set up
3:00Coming soon
Video
Set up your first 10 clients
Add clients one by one or import a list.
Coming soon
Guide
Create a request from a checklist
Use a ready list or build your own.
1:00Coming soon
Video
Share on WhatsApp or email
Send the link and code in one tap.
02 Every day
1:30Coming soon
Video
Review new files
Open, accept, or ask for a re-upload.
Coming soon
Guide
Nudge for missing documents
A polite reminder, written for you.
Coming soon
Guide
Search and filter
Find anything by client, request or date.
03 Team and control
2:00Coming soon
Video
Add team members
Create logins and pick the right role.
Coming soon
Guide
Assign clients to staff
Staff see only the clients you choose.
1 pageComing soon
PDF
Reading the activity log
What each entry means, on one page.
04 Close and erase
Coming soon
Guide
Set how long to keep files
Retention reminders that work for you.
Coming soon
Guide
Delete and restore
Seven days to change your mind.
Coming soon
Guide
Handle a client’s deletion request
Answer within the timer, with a record.