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TakeTurns for

Document Collection

Simplify how you collect documents from your clients or any external organization. Replace all those complex and confusing email threads with a TakeTurns Flow to ensure accountability and transparency at every step.

It all starts with a TakeTurns Flow™

Invite your clients to a secure workspace

Participants join without having to sign up, they just verify their email. Since only invitees get access, you maintain confidentiality and reduce the risk of accidental data disclosures.

Create collaboration in TakeTurns

Make document collection requests and set deadlines

Create as many requests as you need with clear instructions. Set a deadline to make sure your client stays on top of their requests.

Create collaboration in TakeTurns

Gather responses with ease

Stay up to date. TakeTurns notifies you when your participants respond to your requests. Use the built-in chat to ask questions, resolve issues, and keep everyone on the same page.

Create collaboration in TakeTurns

Track fulfillment of each request

Get a big picture view of what’s going on. See a complete timeline of the flow—request, associated responses, and messages. And it’s an audit trail to ensure your compliance obligations are met.

Create collaboration in TakeTurns

See all open document collections on one page

Monitor progress of all open flows. See the status of each open examination, identify bottlenecks, and adjust project timelines effectively.

Create collaboration in TakeTurns

Get started today