Build a person-by-document checklist for free, inspect submitted files and record manual reviews. Export missing-document and resubmission lists for follow-up.
Build a person-by-document checklist for free, inspect submitted files and record manual reviews. Export missing-document and resubmission lists for follow-up.
How to use
Create a project and add people with unique IDs and names, or import a people CSV. Set required documents, formats, sizes and due dates, or try the fictional sample.
Choose a person and requirement, record actual files and inspect format and size checks. Valid files remain pending review. Check originals and explicitly confirm manual review before accepting; add notes for resubmission or waivers.
Filter by person, department or status. Review required progress and missing items, save in this browser and download CSV checklists, reminder drafts or a JSON backup. Send reminders yourself.
Try an example
Create a fictional three-person project. An unsupported extension should require correction. A file meeting format and size rules remains pending review until explicit manual acceptance; waived items are not reported as accepted.
Limits and privacy
Records filenames, sizes and related metadata, without retaining attachments or verifying authenticity. Projects remain in this browser; download JSON backups to transfer devices. No upload, cloud sync or automatic messaging. Each project allows 100 people, 10 requirements and 1,000 items, up to 10 saved projects and 1 MB of JSON per project. People and rules are fixed after creation; create a new project to change requirements. If saving fails, keep the page open and download a backup.
Common questions
Will attachments remain after refresh?
Saving restores submission metadata and review status, not file contents. Keep originals separately; backups do not contain attachments.
Does passing file checks mean acceptance?
No. Automatic checks cover extensions and sizes. You review original content and authenticity; acceptance requires explicit manual confirmation.
Can people submit through a shared link?
This version is a local collection ledger. Collect files and record them here. It does not provide public upload links, shared accounts or automatic reminders.
What if several tabs edit one project?
Saving checks project versions. A detected update in another tab is not overwritten automatically. Review the stored version or back up your edits before proceeding.
List people and required document types to see which expected submissions are still missing. Inspect the associated files before changing their review status, since the presence of an attachment alone does not establish that its contents satisfy the requirement.
Create a Document Submission Checklist for Free
Build a person-by-document checklist and associate submitted files with the appropriate requirement. Review each document manually before marking it accepted, keeping submission status distinct from an actual approval of the information contained in the file.
Export a Document Resubmission List for Free
Review missing or rejected items and export the people, document types and follow-up needs as a resubmission list. Confirm the status entries first so the handoff accurately distinguishes documents that are absent from documents awaiting manual review.