Document automation resources at your fingertips
Access templates, guides, checklists, and calculators designed for HR, operations, and compliance teams.
Featured resources
Hand-picked resources to kick-start your document automation programme.
Reusable messaging to launch polished document requests for new clients.
Step-by-step checklist covering pre-boarding, day-one, and follow-up tasks for new hires.
Practical handbook to organise policies, certifications, and evidence before auditors arrive.
Client Document Request Template (Email + Portal Copy)
Reusable messaging to launch polished document requests for new clients.
Compliance Audit Prep Guide
Practical handbook to organise policies, certifications, and evidence before auditors arrive.
HR Onboarding Checklist
Step-by-step checklist covering pre-boarding, day-one, and follow-up tasks for new hires.
Document Automation ROI Calculator
Estimate time saved, productivity gains, and payback period when you automate document collection.