Collect Documents without the back-and-forth.
Paperfly Document Collection turns time-consuming document requests into a fully digital, intelligent process. Files are collected, validated, and delivered to your systems automatically, accurately, and fast.
- All-in-One Upload: Capture every upload in one place and make it instantly available.
- Intelligent Validation: Automatically validate, classify, and route incoming documents.
- Security & Compliance: Encrypted by design and GDPR compliant.
Paperfly Document Collection
All Features at a Glance
Guide Customers Through Every Document Request
Replace cluttered email threads with an automated, guided request and review process. Customers move step by step through a mobile-friendly upload experience that actively requests every required document, validates each submission, and continuously checks for completeness behind the scenes. The result is higher completion rates and a clean, automated process from the very first interaction.
Automated Validation & Classification
Paperfly automatically identifies each document as soon as it arrives. It checks readability and completeness, then extracts the relevant data. Documents are classified and organized automatically, preventing incorrect files or missing pages from moving further into your workflows. Your team no longer has to manually review and sort every submission.
Dynamic Workflows & Templates
Create flexible, reusable templates for your standard processes. Paperfly automatically follows up on missing documents and sends validated files directly to your existing DMS, CRM, or ERP system without manual handoffs. This creates a seamless flow of data and documents across your technology stack.
Paperfly PDF
What You Can Achieve with Document Collection
Mit Paperfly realisieren Sie vollständig digitale Customer Journeys und hocheffiziente Dokumenten- und Formularprozesse, die Ihre Workflows auf ein neues Level heben.
Automatically request and collect every document required for loan applications, insurance policies, onboarding processes, and more.
Frequently Asked Questions (FAQ)
Get answers to common questions about Paperfly Document Collection and learn how to fully digitize the collection and validation of customer documents.
Paperfly can use AI-powered intake validation to review documents in real time. The system identifies the document type and checks readability and completeness while the file is being uploaded. When a file is unreadable or does not meet the requirements, the customer receives immediate guidance in the browser. If an issue is discovered later, Paperfly automatically sends a targeted request and reminder without requiring your back-office team to intervene.
Paperfly is built around a browser-first experience. Customers receive a secure link and can photograph and upload documents directly from their smartphone. There is no app to install, no registration required, and no device restrictions. This creates a simple, intuitive experience, reduces abandonment, and helps customers return documents faster.
Customers do not need to restart the process when they do not have every document available. Their progress is saved securely, so they can close the page and return through the same link to continue exactly where they left off. Your team can see the current status in the dashboard, while Paperfly automatically reminds customers about any outstanding documents when needed.
5,000+ companies
- ISO 27001 compliant
- GDPR-compliant
- Made in Germany