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Sample checklist

Client onboarding

Collect the kickoff files you need before work starts.

Files land in a dedicated inbox folder. We never keep copies.

Start free with this template See checklist items

Demos need no account. Free to start when you're ready.

Illustration of a file submission checklist with completed items.

Client onboarding

4 items

Signed agreement
Required
Company logo (PNG or SVG)
Optional
Brand guidelines
Required
Access setup notes (no passwords)
Required

See the full use-case guide

Signed documents
Chase signed PDFs without another round of email attachments.
Receipts & invoices
Collect expense receipts and invoices in one checklist.
Brand assets
Ask once for logos and brand files instead of digging through chat threads.

Get these files complete with one link

Create a free request from this checklist. Submitters need no account.

Start free with this template

Demos need no account. Free to start when you're ready.