Guides RequestLoops
Playbooks éprouvés pour les workflows de collecte de documents que les clients RequestLoops exécutent chaque semaine — choisissez un guide pour démarrer.
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A client document collection workflow that actually finishes
A repeatable workflow for collecting client documents on time, every time — scope the request, send a structured portal, automate reminders, validate and file. This is the workflow most RequestLoops customers settle on after a few weeks.
Secure file requests — encryption, access and retention
How to send a secure file request in 2026: skip the email attachment, use a tokenised portal link, encrypt at rest, restrict access by role, and define retention up front.
Recurring document collection for monthly and quarterly cycles
Recurring runs turn a request template into a scheduled task: monthly bookkeeping inputs, quarterly BAS or GST documents, annual audit PBC. Define the cadence once, never re-send the checklist.
KYC/AML document checklist for New Zealand accounting firms
Under the AML/CFT Act, NZ accounting firms must verify client identity, address, beneficial ownership and source of funds. This is a practical checklist of the documents to collect — and how to model the workflow in RequestLoops.
GDPR-compliant document collection for French architects
French architects collecting Kbis, RC Pro, carte professionnelle and DCE documents from clients are processing personal data under GDPR. Here is how RequestLoops fits into a compliant workflow.
Onboarding new accounting clients without 30 emails
Onboarding a new accounting client typically needs an engagement letter, ID, prior-year returns, bank access and an accounting software invite. Here is how to bundle all of that into one RequestLoops request and one client experience.
Architect DCE document checklist
A DCE (Dossier de Consultation des Entreprises) is the document pack a French architect or maître d’oeuvre sends to bidding contractors. It is also a standard checklist of items to collect from the project. Here is what to include and how RequestLoops models it.
Reducing client chase time without nagging
Most firms lose evenings to chasing clients. The fix is not to chase harder — it is to remove the chase from your inbox entirely. Here is how RequestLoops customers cut document-collection time from weeks to days.
SMS vs email reminders for document requests
When should you reach for SMS over email? This is the practical breakdown — including how GSM-7 transliteration affects SMS pricing and what RequestLoops does about it.