List the documents once, send the link
Start from a template or build the checklist by hand — grouped, with per-month buckets where you need them. The client gets one private link that expires.
The client sees exactly what you need, one card at a time.
Rohan & Priya Desai — checklist
- Government photo ID Received
- Notice of Assessment 2 of 2
- Chequing statements4 / 6 months
- Down-payment sourcePending