Collection of supporting documentation digitally

Purpose

1.1. Automate the end-to-end collection of required tenant documentation (ID, proof of income, references, signed forms) as part of rental applications, lowering manual effort, reducing human errors, ensuring compliance, providing a seamless tenant experience, supporting digital file retrieval for audits, and accelerating overall application approval by consolidating documents in targeted cloud repositories.

Trigger Conditions

2.1. New rental application form submission received.
2.2. Prospective tenant expresses intent to move forward (phone/email/chat trigger).
2.3. Internal status changed to “Begin Documentation Collection.”
2.4. Application moved to “Tenant Screening” phase in leasing CRM/workflow.
2.5. Specific field completed within a property management system.

Platform Variants

3.1. DocuSign
• Feature/Setting: Template “Request for Supporting Documents” with eSignature workflow; API: POST /envelopes
3.2. HelloSign by Dropbox
• Feature/Setting: Embedded document request; API: /signature_request/send
3.3. PandaDoc
• Feature/Setting: Document Collection workflow; Zapier integration trigger: “Document Completed”
3.4. Adobe Acrobat Sign
• Feature/Setting: “Send for Signature” with multi-file upload enabled; API: POST /agreements
3.5. Jotform
• Feature/Setting: Document Upload field; Webhook on form submission
3.6. Typeform
• Feature/Setting: File Upload block; Webhook notification
3.7. Formstack
• Feature/Setting: File upload enabled forms; Integration API: POST /submissions
3.8. Google Forms
• Feature/Setting: File upload question; Google Apps Script trigger on form submission
3.9. Microsoft Forms
• Feature/Setting: Upload files option; Microsoft Power Automate trigger
3.10. Cognito Forms
• Feature/Setting: File upload field; API: Form Submission endpoint
3.11. Airtable
• Feature/Setting: Attachments field; Automation trigger: “When record created/updated”
3.12. Zoho Forms
• Feature/Setting: File upload; Zoho Flow trigger on submission
3.13. Dropbox
• Feature/Setting: File request folder; API: /file_requests/create
3.14. Box
• Feature/Setting: File Request; API: POST /file_requests
3.15. OneDrive
• Feature/Setting: File request folder; Microsoft Graph API: POST /drive/root/children
3.16. Google Drive
• Feature/Setting: Folder sharing and file upload permissions; API: drive.files.create
3.17. Slack
• Feature/Setting: File upload via DM with bot; Slack API: files.upload
3.18. Twilio SMS
• Feature/Setting: Automated SMS with secure upload link; API: /Messages
3.19. SendGrid
• Feature/Setting: Email with personalized upload link; API: /mail/send
3.20. Mailgun
• Feature/Setting: Transactional email with document request; API: /messages
3.21. HubSpot CRM
• Feature/Setting: Workflow to send upload request email based on deal stage; API: /crm/v3/objects/deals
3.22. Salesforce
• Feature/Setting: Flows automation for document request; API: /services/data/vXX.X/sobjects/ContentVersion
3.23. Zapier
• Feature/Setting: Multi-platform automated trigger for collection workflow; Zap: "Form Submission initiates Upload Request"
3.24. Monday.com
• Feature/Setting: Status column automation to request docs; Monday API: change_column_value
3.25. Asana
• Feature/Setting: Task with attachments required; Automation via custom webhook
3.26. Trello
• Feature/Setting: Card checklist for document requests; API: addAttachmentToCard

Benefits

4.1. Eliminates manual follow-ups and reduces admin workload.
4.2. Accelerates application turnaround and approval times.
4.3. Enforces documentation completeness and audit trail.
4.4. Enhances applicant experience with guided, simple submission flow.
4.5. Protects privacy and enables secure digital storage.
4.6. Ensures consistent regulatory compliance.
4.7. Scales effortlessly for multiple properties and high applicant volumes.