OKIDOCS

Streamline the way you request documents with Okidocs.

Type
Web Platform, Development
Sectors
Administration, Document Management, Finance, Legal, Real Estate
Technologies
Javascript, PHP, CodeIgniter, MySQL

Streamline the way you request documents

The Okidocs platform is expertly developed to boost productivity, streamline the way you request documents and turnover times for busy businesses that work with loads of client information. Okidocs centralises where and how businesses get the documents they need from their clients in an easy-to-use platform with specially curated and designed features that optimises workflow and client relationships. It is THE platform that prioritizes your document’s security and privacy.

The innovative client portal simplifies the process of creating, tracking, requesting and managing your clients and their documents. Businesses can get the documents they need on time every time with advanced automation in the ultra-sleek web platform that is accessible across desktop and mobile devices! Clients can download the documents they need to complete and upload them on the go!

Your Ultimate Document Hub Helper

The Okidocs platform provides so many features and functionalities that businesses can benefit from!

Document management has never been so easy, Okidocs becomes your document management home for your whole team.

Okidocs lets businesses easily create clients in a flash! The best part is that after the client profile has been created, the client will only have to login via a code through the Okidocs client portal, eliminating the need for client to set up their own accounts. The intent was that the site had to be created in Wordpress, more specifically a custom theme needed to be developed on the Genesis framework, from the provided creative files.

With this same ease of use, businesses can add their teams to the platform and drive more deals! Each team member can manage their clients, requests, documents and packages.

Packages you say? If a business is constantly sending the same documents or forms to their clients, they can wrap up document packages in the platform to conveniently send them all in one request to the client. Okidocs supports various file formats! Whether your clients want to send their documents as a word document, PDF, or a simple snap from their phone - all of these file formats and so many more are supported on Okidocs.

From easy document and package setups to seamless client management, your filing becomes a breeze with Okidocs.

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Savvy Subscriptions That Save Time and Money

Okidocs offers businesses a subscription-based service that they can cancel at any time, but with so many benefits, Okidocs users rarely want to!

Businesses get to try the awesome platform for three months without ever having to enter their credit card information. Their free trial is preloaded with 25 FREE requests that they can send to their clients. Top-up request is one of the most affordable options in the document management market. Topping up requests start at as little as R3.50 per request*.

The Okidocs free trial is three months of the FULL Okidocs EXPERIENCE. That’s right! Businesses who are trying the platform for the duration of their trial have access to all of the amazing features and benefits of the platform