Document collection software can save you a TON of time and frustration. If you've ever had to request client documents, you'll know how painful it can be - they'll send the wrong stuff, send 15 emails with 1 document each, or never get back to you at all.

In this video you'll learn how to better request documents from clients in a few ways:
1. How to use email more effectively (01:30)
2. Creating document upload forms (03:14)
3. Using a secure document collection tool to automate the process (06:25)

➡️➡️➡️ LINKS AND RESOURCES ⬅️⬅️⬅️
Content Snare: https://contentsnare.com/
Content Snare Trial: https://app.contentsnare.com/auth/sig...
Google Forms: https://www.google.com.au/forms/about/

CHAPTERS
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00:00 Document collection software
01:30 Using email to request documents
03:14 Creating document uploads forms in Google forms etc
04:45 The problem with forms
06:25 Document collection tool (Content Snare)
08:35 Sending a document request
10:30 Requesting multiple documents
10:56 Auto saved client documents
11:54 Document approval or rejection
13:52 Get your Content Snare trial

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