🗃️ Request Administrative Documents Without Chasing Emails: Automate It
End-to-end automation for document collection
The Administration department handles a wide range of documents: tax certificates, IBANs, IDs, authorizations, payment proofs, forms 036/037, company deeds, and more.
Collecting and validating these documents (from clients, suppliers, or employees) often turns into a long email thread full of delays, errors, and wasted time.
⚠️ Common administrative challenges
❌ Weeks of emails just to collect basic documents.
❌ No visibility into who has submitted what.
❌ Wrong, outdated or incomplete documents received.
❌ Difficulty checking expiration dates or formats.
❌ Risk of failed audits due to disorganized or scattered files.
✅ How does Trackline solve it?
With Trackline, you can build automated workflows to proactively request administrative documents. The system alerts, collects, and validates documents for you—organizing everything in one traceable panel.
🛠️ How to apply it in your team
- Create a template with the documents you need
Examples: tax ID, bank certificate, powers of attorney, fiscal forms, etc. - Assign each person or company
Use Trackline to request documents from employees, suppliers, clients, or third parties. - System sends automatic document requests
Recipients get an email with a secure link to upload their documents—no account required. - Auto-validate or manually review
Set validation rules by date, format or specific fields. Or review and approve documents manually. - Control everything from one dashboard
See in seconds which documents are submitted, missing or expired—and generate reports with one click.
💡 Result: fast, clear administrative processes—without endless email follow-ups
- Documents organized by person, supplier or area
- Lower operational burden for the team
- Full compliance for internal processes and audits
- Automated flow with no chasing required
Want to test it with a real admin process?
We can help you set it up in minutes. 📩 Contact us at [email protected]