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OkaySend
Streamlined client document collection
About
OkaySend automates secure document collection from clients through customizable request workflows.
Use cases in GFunnel
- Collect onboarding documents from new clients
- Request tax docs or financial records
- Gather project assets and specifications
Automation ideas
- Auto-send reminder emails for pending docs
- Trigger next workflow step when docs received
- Archive completed requests to CRM
Categories
FormsProductivity
Departments
OperationsTeam & Support