Property & rentals
Rental applications
ID, payslips, bank statements and proof of address.
Less chasing. More getting things done.
Stop chasing clients for documents.
One checklist. One secure link. Everything you need.
Create a checklist, send your client a link, and see what’s received, what’s missing and what needs replacing.
Free during early access. No card required.
No client account
No app to install
No client password
Secure document request
Cedar Property
Hi John, here’s what we need.
Your rental application
3 of 6 accepted3 need your attention
ID DocumentAccepted
Proof of AddressAccepted
Employment LetterAccepted
Bank Statements
Needs attentionPlease include June–August 2026. One PDF or separate files is fine.
Upload replacement filesPayslips · last 3 monthsStill needed
Employer contact detailsStill needed
You can come back using this same link.
Fictional information only—not a live request.
Sound familiar?
The attachment hunt
wasn’t on your to-do list.
“I sent it last week.”
“Was that email or WhatsApp?”
“Can you resend your ID?”
“Which documents are still missing?”
There’s a simpler way. Use email or WhatsApp to share the link. Keep the checklist, uploaded files and replacement requests together in GetDocs.
A simpler way to collect
How GetDocs works
From “please send” to “all received”, without piecing together an inbox.
01
Create
Choose exactly what you need. Start with a reusable template or a blank checklist, and explain any dates or requirements.
02
Send
Send one secure link by email or share it through WhatsApp. Your client opens it without an account or an app.
03
Collect
See what is uploaded, what is missing and what needs replacing. Review each item and follow up only where action is needed.
Easy for the person sending
Easy for you.
Even easier for your client.
No registration. No app. They open your secure link, tap Scan a page and photograph the document with their phone’s camera. They can check the photo before uploading it. Saved photos and PDFs work too.
See what your client seesTry built-in samples. No real documents needed.
Phone camera. No desktop scanner needed.
Tap Scan a page to open the rear camera, photograph the document and check it before uploading. You can choose saved JPG/PNG photos or PDFs instead.
One file or a few? Both work.
Three months of statements can be one PDF or separate files. Add the files to the same checklist item, then submit it for review.
Pick up where you left off
Come back through the same active link. Previously saved files and answers are still there.
See what needs fixing
Clear feedback explains rejected items. Upload replacement files without starting the request again.
Just as easy on a laptop
Files already on your computer?
Send them from there.
Open the same secure link on a laptop. Choose your files, upload them to the right checklist item and submit when everything is there. No client account needed.
Your team manages requests in its own workspace. Clients see only their request—not your dashboard or other clients’ documents.
Cedar TravelSecure document request
Your travel document pack
Passport copy
passport-copy.pdf
✓ Received
Application photo
Choose files
PDF, JPG or PNG
GetDocs · Your workspace
YOUR WORKSPACERequests / John Smith
Rental application
John Smith · Cedar Property
4 / 6 uploaded
3 / 6 accepted
ID Document✓ Accepted
Proof of Address✓ Accepted
Employment Letter✓ Accepted
Bank Statements · 3 months! Needs attention
Please include June, July and August 2026. One combined PDF or separate files is fine.
2 not yet submitted · 1 needs replacingFollow up with John →
Clear for your team
Know exactly who
you’re waiting for.
Three attachments in an email. One on WhatsApp. Another with the wrong dates. GetDocs gives each requested item a place, a status and a next step.
Your checklist, ready to reuse
Create a template for the documents you ask for repeatedly. Adjust the wording for each new request.
Feedback where it belongs
Explain what is wrong alongside the item, so your client knows exactly what to replace.
Follow-ups with a purpose
Remind clients about outstanding items—not documents already waiting for your review.
Sensitive documents. Serious responsibility.
Security and privacy come first.
IDs, passports and financial records are personal—not just attachments. GetDocs prioritises request-specific access, private storage and accountable review. POPIA responsibilities belong in the workflow from the start.
Request-specific access
Clients use a secure link for their request. Treat that link as private and share it only with the intended recipient.
Private document storage
Documents are not kept in a public file directory. Access is checked before a file can be downloaded.
POPIA-aware, not a compliance promise
Your business still decides what to collect and why. GetDocs does not replace your legal or privacy responsibilities.
Collect less. Protect more.
Explain why each document is needed, limit who may access it, and set justified retention and deletion rules. A longer checklist is not a safer checklist.
Extra care for sensitive information
Medical certificates can reveal health information. Children’s information also needs additional safeguards. These uses require a separate legal and security review; GetDocs is not a medical-records platform.
Made for the work you do
If you need documents,
you can start with a checklist.
A home loan, a holiday or a new employee. A supplier pack or a tax return. Build the checklist around your work—not the other way round.
Finance & insurance
Cars, homes & insurance applications
Vehicle finance, home loans and cover: ID, proof of income, bank statements and supporting documents.
Travel agencies & visa services
Travel document packs
Passport copies, application photos, itineraries and supporting visa documents.
Recruitment & HR
Employee onboarding
ID, qualifications, references and employee details.
Legal services
Client intake
Identity documents, completed forms and information for a matter.
Suppliers & procurement
Supplier onboarding
Business registration documents, banking confirmation and supplier details.
Construction & contractors
Site-access document packs
ID, competency certificates and, only where lawfully required, medical fitness certificates.
Events, sports & adventure
Participant document packs
Completed indemnities, relevant photos and participant details. Collect signed documents—not e-signatures in GetDocs.
Accounting & bookkeeping
Tax and bookkeeping requests
Tax certificates, bank statements and source documents.
Example uses, not prescribed checklists or approval services. Request only what your business needs and is entitled to collect.
Medical certificates and children’s information need additional legal and security review before collection. Read about sensitive information →
GetDocs is free during early access.
We’re improving GetDocs with feedback from South African businesses.
Create your first request with fictional documents. No card required. Not a free-forever promise.
Is GetDocs free?
Yes, during early access. No card is required. We are validating the product with South African businesses; this is not a promise of free service forever. Use fictional documents while production safeguards are being completed.
Do people uploading need an account?
No. They open the secure link you send and respond to that request. There is no client registration, password creation or app installation.
Which industries can use GetDocs?
Any business with a document collection checklist can use the core workflow. Examples include property, recruitment, HR, finance, legal services, procurement and accounting. Adapt the checklist to your needs; GetDocs does not assess legal completeness or make approval decisions.
Can my client use their phone camera?
Yes. On a supported Android phone or iPhone, they tap Scan a page to open the rear camera, photograph the document and review the image before uploading it. GetDocs accepts the photo—it does not automatically crop, enhance or read the document.
Can one item have more than one file?
Yes. For example, request three months of payslips and accept either one combined PDF or separate files. The requested period is not the same as the number of files. Your team reviews whether the uploaded documents cover what you asked for.
Can I send a request through WhatsApp?
Yes. Copy the secure link and paste it into your WhatsApp message. You send the message yourself; this is not automated WhatsApp messaging.
What happens if someone sends the wrong document?
You reject the item with a reason, such as missing pages or the wrong date period. The person sees that feedback on the request and can upload replacement files.
Does GetDocs make my business POPIA compliant?
No software can guarantee that. GetDocs supports a privacy-aware collection process, while your organisation remains responsible for its purposes, lawful processing, retention decisions and other applicable duties. See our POPIA page for more information.