Client portals fail at document collection because they lack collaboration. Learn why and how Pipefile’s comments, reviews, and feedback make the process frictionless.
Category: Document Collection
New! Pipefile Document Scanner
Pipefile now includes an integrated document scanner — making it effortless for clients to scan, convert, and upload documents directly to your requests.
New! Fillable Forms and eSignature
Pipefile now supports fillable forms and eSignatures — making it easier than ever to collect, complete, and sign documents securely in one seamless workflow.
New! Pipefile Comments
Pipefile now includes Comments — keeping client communication in one place. Clients can ask questions directly on requests, and you can reply from your dashboard.
How to Collect Documents Faster
Still using email or shared folders to collect documents? There’s a faster, safer way. Learn how Pipefile streamlines document collection and keeps clients on track.