Every document requested. Every answer in its place.
A document, a question, a choice, a date: each request states what you expect and by when. The people you work with know what to provide, and you know what is validated.
01You define the request
Proof of address
- Instructions
- Dated within the last three months, in your name.
- Formats
- PDF or image, a single file.
- Deadline
- By the 30th of the month.
02The other person answers
Proof of address uploaded
From their space, over several sessions if needed.
03You validate or send it back
- Validated
The document, filed in the “Proofs” folder when uploaded, is validated.
- Sent back with a reason
They see “Correction requested” and know what to upload.
01Before, after
“Could you send me your supporting documents?”
A vague request
- One document too many, a blurry photo, or an expired proof.
- A correction that starts another round of emails.
- Randomly named files, to be refiled by hand.
A precise request
- The accepted formats and the number of files expected.
- A document sent back with its reason: “Correction requested”.
- A destination folder and a naming rule.
02An example
Requesting a proof of address.
Here is how a single request is set up. The client sees the instructions, uploads their file, and the document arrives filed, named, and dated.
If they upload a proof that is too old, you send it back with the reason; they see “Correction requested” and know what to upload.
- Type
- Document
- Instructions
- Dated within the last three months, in your name.
- Formats
- PDF or image, a single file.
- Required
- Yes, deadline on the 30th of the month.
- Filing
- “Proofs” folder, named “NAME - Address”.
General
Update the details of the request and its target.
T3 rental Les Tilleuls, Julie Moreau
Proof of address less than 3 months old
Dated within the last three months, in your name
03Forms
Questions that adapt to the answers.
When you need more than a document, a form gathers the information and the documents in one place. Questions appear based on previous answers, and the other person picks up where they left off.
- Sixteen element types
- Ten input fields, including file upload, and repeatable groups.
- Conditions
- A question only appears if the answer calls for it.
- Over several sessions
- Automatic saving, pick up later.
- PDF export
- A form's answers, in one file.
Form editor
Item settings
Visibility
Control whether this item is shown based on the answers to other fields.
Group 104The details
What you can configure.
- QuestionAsk an open-ended question expecting a text response
- ChoiceAsk a single or multiple choice question
- Document requestRequest one or more documents from a recipient
- DateAsk for a specific date or date range
- Date & timeAsk for a specific date and time
- ConfirmationAsk for a yes/no confirmation
- ValidationAsk for a decision with an optional refusal reason
- AcknowledgementAsk the recipient to acknowledge reading a message
- SignatureRequest a handwritten signature directly in the message
Nine request types
Document, question, choice, date, date and time, confirmation, validation, acknowledgment of receipt, handwritten signature.
What a document request specifies
Accepted formats, number and size of files, destination folder, naming rule, whether it is required, and deadline.
The elements of a form
Sixteen element types, including file upload, repeatable groups, and handwritten signature, with conditional questions.
Chaining
When an answer is validated, the next form can go out automatically.
Templates
Your message and form templates can be reused from one file to the next.
Checking documents
Your teams check the content of documents, then validate them or send them back with a reason.
06Frequently asked questions
Frequently asked questions
What field types can a form contain?
Sixteen element types, including file upload, repeatable groups, and handwritten signature. Questions can appear based on previous answers.
Can the other person stop partway through?
Yes. In their space, their answers are saved automatically and they can pick up later. On a portal, the draft stays in their browser.
How do I ask for a correction?
You send the answer back with a reason. The other person sees “Correction requested” and knows what to change.
Does Nestor check the content of documents?
No. Nestor collects and files documents according to your criteria, and your teams check them.
A list of documents to make reliable?
Send us the list of documents you request today: we will show you how it is set up in Nestor.
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- No account to create for the people you work with