Collect documents with ease.
With Paperfly Document Collection, you turn the tedious task of collecting documents into a fully digital, intelligent process. Everything flows into your systems automatically, accurately, and at lightning speed.
- All-in-one upload: every upload is captured centrally and available instantly.
- Intelligent verification: documents are automatically validated and routed onward.
- Security & compliance: Encrypted from the ground up and GDPR-compliant.
Paperfly Document Collection
All features at a glance
Request documents digitally with guided workflows
Instead of overwhelming email threads, Paperfly provides an automated, guided request and verification process. Your customers are guided step by step through a mobile-optimized upload flow that actively requests all required documents, verifies them immediately, and continuously checks for completeness in the background. You benefit from maximum response rates and a clean, fully automated process start from the very first second.
Automated verification & classification
Paperfly automatically identifies document types as soon as they arrive, immediately checks them for readability and completeness, and extracts the relevant data. The system independently pre-sorts the content, preventing errors or missing pages from moving deeper into your processes. This completely frees your team from manual pre-sorting.
Dynamic workflows & templates
Use flexible, reusable templates for your standard processes. While the system automatically requests missing documents, validated documents are transferred directly to your existing IT infrastructure—such as DMS, CRM, or ERP—without any manual interim step. This ensures a seamless data flow across system boundaries.
Paperfly PDF
What you can implement 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 and clearly request all required documents for loan applications, insurance policies, or onboarding processes.
Frequently Asked Questions (FAQ)
Find answers to common questions about Paperfly Document Collection and learn how to fully digitize the collection and review of documents.
If desired, Paperfly’s AI-powered real-time intake check steps in: the system identifies the document type, readability, and completeness during the upload process. If a file is illegible or does not meet the requirements, the customer is notified immediately in the browser. If an issue is only identified later, Paperfly automatically triggers a targeted follow-up request and reminder—without your back office needing to intervene manually.
No. Paperfly is built around a browser-first experience. Your customers receive a secure link and can simply take photos of documents with their smartphone and upload them immediately—no mandatory app, no registration, and fully platform-independent. This creates intuitive user guidance, minimizes drop-off rates, and significantly accelerates the return of documents.
Customers often do not have all required proof documents at hand right away. With Paperfly, they don’t have to start the process from scratch. Their current progress is securely saved. The customer can close the page at any time and later continue via the same link exactly where they left off. Your team can see the current interim status transparently in the dashboard, while the system automatically sends reminders for any outstanding documents when needed.
5,000+ companies
- ISO 27001 compliant
- GDPR-compliant
- Made in Germany