Collect your clients' documents without the email back-and-forth.
Document collection software replaces requests sent by email: you specify the documents you expect, the people you work with upload them to a secure space, and you see what is missing.
From request to complete file
- YouA precise requestExpected documents, formats, deadline.
- The people you work withThey uploadNo password to create.
- NestorReminders go outThey stop for those who have answered.
- Your teamEach document is validatedOr sent back with a reason, until the file is complete.
01Chapter
The same file, before and with document collection software.
Requesting documents by email works for one file. Once there are ten, or a hundred, the same problems keep coming back.
Scattered requests
- An ID document in one thread, bank details in another, a corrected version sent to a colleague.
- A separate spreadsheet to see who has not answered, and reminders written one by one.
- A document received is not a valid document: there is no quick way to tell which files are complete.
- Tax notices and ID documents left sitting in inboxes.
A tracked collection
- Each document arrives in the right place, in the expected format.
- Reminders go out on their own and stop for those who have answered.
- Each request has a status: to validate, sent back for correction, or validated.
- Documents stay in a reserved space, with a record of who viewed them.
02Chapter
The process in Nestor.
- Step 01
Prepare the request
Documents, questions, deadline, starting from a template if you have one.
- Step 02
The other person uploads
They see what they still need to provide and upload their documents from a computer or a phone.
- Step 03
You validate
Each document is validated or sent back with its reason.
- Step 04
The file comes together
Reminders go out on their own, the status updates, and the history stays available.
03Chapter
Email, upload link, online form, or collection software.
This table describes what each category of tool usually allows.
| Criterion | File upload link | Online form | Nestor | |
|---|---|---|---|---|
| Precise list of expected documents | Usually not | Usually not | Partial | Yes |
| Upload without creating an account | Yes | Yes | Yes | Yes |
| Validation or rejection, document by document | Usually not | Usually not | Depends on the tool | Yes |
| Automatic reminders | Usually not | Usually not | Depends on the tool | Yes |
| Tracking for each recipient | Usually not | Usually not | Depends on the tool | Yes |
| Conversation with the other person in the same place | Yes | Usually not | Usually not | Yes |
| Log of who viewed what | Usually not | Depends on the tool | Usually not | Yes |
Method: each column describes what a category of tool usually allows, without targeting any specific product. Some tools go further; check these points on the ones you are comparing. The Nestor column describes the features available today.
04Chapter
Eight criteria for choosing document collection software.
Open each criterion to see how Nestor handles it.
01Ask precisely
Each request states the expected document, the accepted formats, the number of files, the deadline, and the destination folder.
02Receive easily
The people you work with sign in with a link or a code received by email, or with their Google or Microsoft account. Nothing to install, on a phone as well.
03Ask questions
Forms with conditional questions and attachments, which can be filled in over several sessions if needed.
04Validate document by document
You validate each document or send it back for correction, with a reason the other person can see.
05Send reminders automatically
Scheduled reminders that stop for those who have already answered.
06Track each recipient
A status for each request and, for campaigns, a dashboard that follows each recipient.
07Organize and find
Each space has its own document area, with folders and version history.
08Trace and protect
Exportable activity log, permissions set space by space, fully sovereign European hosting.
05Chapter
Space, campaign, or portal: which way to collect?
06Chapter
Examples by profession.
07Frequently asked questions
Frequently asked questions
What is document collection software?
It is a tool that replaces requests sent by email: you list the documents you expect, the people you work with upload them to a secure space, and you track what has been received, what has been validated, and what is still missing.
Do my clients need to install anything?
No. They receive a link or a code by email and upload their documents from their browser, on a computer or a phone.
How do I send automatic reminders for missing documents?
You schedule reminders on a request, a form, or a campaign: frequency, dates, and message. They stop for people who have already answered.
Are the collected documents protected?
Data is hosted in France on fully sovereign European infrastructure, encrypted in transit and encrypted at rest by the hosting provider. Space by space, you set who can upload or download, and uploads, views, and validations are logged.
Does Nestor check that documents are authentic?
No. Nestor collects and files documents according to your criteria, and your teams check them.
How many files are waiting for a document today?
Show us how you collect documents now: we will show you the same file in Nestor.
- Fully sovereign European hosting
- No account to create for the people you work with