Document requests and renewals

Collect documents after the form. Renew them before they expire.

Add a document checklist to any form. When someone submits, PlatoForms sends them a secure link to upload each file, reminds them until everything is in, and asks for a new copy before a document expires.
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Missing files get reminders. Accepted files are tracked until they expire.

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A document checklist on each form

Ask for the right documents every time

Name each document and add instructions, make it required or optional, and allow up to 10 files for items like the front and back of a card. Limit uploads to images and PDFs, or PDFs only, and set a size limit. Start from a ready-made checklist for patient intake, new clients, new hires, or vendors, or let AI suggest one from your form’s fields.
One secure link and automatic reminders

Stop chasing missing paperwork

After the form is submitted, the checklist appears on the thank-you page, and the person also receives a Documents link by email or text message. No account is needed. Reminders go out on the days you choose until every required file is in. Add a passcode or an expiry date to the link when the documents are sensitive.
Accept, reject with a reason, or auto-accept

Review each file before it counts

Your team is notified when files arrive. Accept a file, or reject it with a note, and the person is asked to upload it again. Accepted files can be filed to Google Drive, Dropbox, Box, or OneDrive automatically. Uploaded images are re-encoded and PDFs are checked for active content before anyone opens them.
Document expiration tracking with renewal reminders

Track expiry dates and renew on time

Set when each document expires: a number of months after upload, the date in a form field, or a date the reviewer enters when accepting it. Before a document or submission expires, PlatoForms asks the person for a new copy, or sends them the form again with their last answers already filled in. You choose how early renewal starts and which reminders follow.
Built for recurring paperwork

What teams collect with PlatoForms

Patient intake

Photo ID · Insurance card · Signed consent

Collect intake documents after the form on a HIPAA-compliant plan, and ask for a new insurance card when the old one expires.

Client onboarding

Photo ID · Engagement letter · Tax forms

Accountants, lawyers, and agencies send one checklist with the intake form instead of an email thread per missing file.

Employee onboarding

Photo ID · Right-to-work · Certifications

Track license and certification expiration dates for every hire, and let renewal requests go out on their own.

Vendor compliance

W-9 · Certificate of insurance

Collect certificates of insurance from vendors, record each expiry date on review, and request the new certificate before coverage lapses.

Tenants and applicants

Proof of income · ID · References

Rental and program applications ask for supporting documents once the application is in, with reminders until the file is complete.

Annual renewals

Membership · Re-enrollment · Annual updates

Send last year’s form back with the answers filled in, so people only confirm what is still true and update what changed.

From the submitted form to a renewed document

How document requests work

  1. Add a checklist to your form

    Open your form’s settings, turn on Document requests, and list the documents you need. Choose who reviews them and when each one expires.

  2. Share the form as usual

    Use a link, an invitation, or an embed on your website. Nothing changes for the person filling it in until they submit.

  3. Collect, remind, and review

    The person uploads each document from their link. Reminders cover anything missing, your team accepts or rejects each file, and the request is complete when every required document is accepted.

  4. Renew before anything expires

    Accepted documents keep their expiry dates. Ahead of each date, the person is asked for a new copy or to renew the form, and your team sees what is due, sent, and expired in one list.

Plans and pricing

How much do document requests cost?

Document requests are included in every plan, including Free. Renewals and expiry reminders start on Silver, which also includes HIPAA features and a BAA.

Free3 document requests
every month
15 daysfull trial
no credit card

Document requests per month

  • 50 on Bronze
  • 200 on Silver, with renewals
  • Unlimited on Gold
See all plan limits

Compare document collection tools

Choose based on what you collect and whether it expires.

Forms + documents + renewals

PlatoForms

Collect documents after a form, review each file, and renew documents and submissions before they expire.

Free plan · renewals from $30/month Pricing ↗

Client document requests

Content Snare

Send clients a request with questions and file uploads, with automatic reminders.

From $35/month annually Pricing ↗

Onboarding portals

Clustdoc

Collect documents and data through multi-step onboarding applications.

From $190/month Pricing ↗

Expiry tracking

Expiration Reminder

Track expiration dates for licenses, certificates, and contracts, with reminders.

From $44/month annually Pricing ↗

Lending document collection

FileInvite

Collect borrower documents for loans with automated follow-ups.

From $9,900/year Pricing ↗

USD prices shown are published US entry prices with annual billing where stated, checked September 2026. Availability, taxes, and prices can vary by region. Plans have different usage limits; follow each pricing link for current terms.

FAQ

Questions about document requests

What to know before you ask for your first documents.

1. How do I request documents from clients after they fill out a form?
Turn on Document requests for the form and add a checklist of the documents you need. When a client submits the form, PlatoForms shows the checklist on the thank-you page and sends them a Documents link by email or text message, where they upload each file without creating an account. Reminders continue until every required document is in.
2. Can I track when documents expire?
Yes. Each document can expire a number of months after upload, on the date in a form field, or on a date your reviewer enters when accepting it. With renewals turned on, PlatoForms asks the person for a new copy before the date, sends the reminders you choose, and marks the document expired if nothing arrives. Renewals are included from the Silver plan.
3. Can a whole form be renewed every year?
Yes. Set a submission to expire a number of months or years after it was submitted, or on a date in the form. Before it expires, the person receives the form again with their last answers filled in, and you can lock answers that should not change. When they resubmit, the renewal is closed and the next one is scheduled.
4. Do people need an account to upload their documents?
No. Each person uploads from their own Documents link. For sensitive documents you can require a passcode and make the link expire after a set number of days.
5. Is document collection HIPAA compliant?
Yes, on a HIPAA-enabled Silver plan or higher. Uploaded documents are stored with the form’s submissions, Documents links expire after 30 days by default, and a passcode is on by default. See HIPAA-compliant online forms.
6. Do uploaded documents count toward my storage?
Yes. Uploaded documents use your plan’s storage, the same as files uploaded in a form. If storage is full, new uploads are paused until space is freed or the plan is upgraded.
7. Can I connect document requests to other tools?
Yes. Webhooks report when documents are requested, received, reviewed, and complete, and when renewals are scheduled, sent, completed, or expired. Requests and renewals are also available in the PlatoForms API and the MCP server for AI assistants.
8. How does PlatoForms compare with Content Snare?

Documents follow a form you already use. In PlatoForms the checklist belongs to your form, so the answers, the documents, and the filled PDF stay in one submission. Content Snare sends its own requests made of questions and file fields.

Free to start, renewals included. PlatoForms includes document requests on the Free plan, and renewals with expiry tracking from Silver at $30/month. Content Snare starts at $35/month for 20 active requests, according to its pricing page. Both billed annually, checked September 2026.

9. How does PlatoForms compare with an expiration tracking tool?
Tools such as Expiration Reminder track dates that your team enters. PlatoForms collects the document itself, records its expiry date when it is accepted, and asks the person for the new copy before the date, so the renewed file arrives in the same place. Expiration Reminder starts at $44/month billed annually for 150 items, according to its pricing page, checked September 2026.

Ask for your first documents

Document requests are included in every plan, including Free. Renewals and expiry reminders start on Silver.

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