Workflow management
Use the standard workflows designed to
guide users through the completion process
or talk to us about customized workflows
that take into account specific requirements.
Due dates & automated reminders
- You can set a due date when sending your LockDoc if there are time sensitive documents to be completed.
- You can enable optional automated reminders for your clients as their deadline approaches.
- Keep an eye on the completion percentage of your LockDoc to ensure your project stays on track.
Project dashboards
- Project dashboards display important information about your outbound LockDocs.
- Track statuses, completion percentages, projected investment amounts, clients, and due dates for your projects – with a additional information and settings available for your project management needs.
- All team members can view LockDoc statuses.
Data export
& bulk download
- The data entered into your LockDocs can be exported as a CSV file for off-platform needs.
- Your completed documents can also be bulk downloaded in PDF format.