Documents template
Business document request template.
Business clients answer a few questions and receive a dated list of exactly which documents to upload.
What it produces
Dated document request list
8 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the dated document request list. You approve it and it's emailed as a branded PDF.
Questions included8
- 1Your details
- 2Business type
- 3Who keeps your books?
- 4Payroll provider
- 5Did you pay any contractor $2,000 or more this year?
- 6Did you buy equipment, vehicles or property over $2,500?
- 7Did you take out or pay down any business loans?
- 8Did you have sales or employees in more than one state?
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