Title: Collecting documents from clients without chasing
URL: https://thedutchdataroom.com/en/collect-documents-from-clients/
Language: en

> How to collect documents from clients without separate e-mails and chasing: five tips for a complete submission, per person and reviewed per item.

KNOWLEDGE

# Collect documents without chasing.

One clear list, only relevant questions and review per item: that is how files get complete faster.

## The problem with separate e-mails

Requesting documents by e-mail leads to scattered attachments, unclear versions and a lot of chasing. You do not know exactly what has arrived, and your client does not know exactly what is still missing.

## Five tips for a complete submission

- **One list per file.** Put everything you need in one request list, with a short explanation per item.
- **Only relevant questions.** Make questions depend on earlier answers, so an employed applicant gets no self-employed questions.
- **Per person.** With two applicants or several parties: let each see only their own items.
- **Save and continue.** Let the client continue later, also on a phone.
- **Review per item.** Approve, reject with a reason or request again, so the client knows exactly what to do.

## With The Dutch Dataroom

Request lists with conditional questions and repeatable groups, a client portal with save and continue, review per item, upload receipts and recurring requests. See [mortgage advisers](https://thedutchdataroom.com/en/mortgage-advisers/) and [accountants](https://thedutchdataroom.com/en/accountants/).

FREQUENTLY ASKED QUESTIONS

## Good to know.

### How do I stop chasing clients?

Make one clear list with what you need per item, let the client see per item what is still missing and send reminders automatically instead of separate e-mails.

### Does my client need an account?

Not at The Dutch Dataroom: the client receives an invitation and signs in with a code by e-mail.

### Can I reuse the same list every year?

Yes. With recurring requests the list is ready again periodically, for example for annual accounts or the tax return.

SEE FOR YOURSELF

## Try it for 14 days, no credit card.

Then choose the plan that fits your firm; your files come with you.

[Try it free](https://app.thedutchdataroom.com/trial)