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Missing Documents Template

The digital
The secure
The seamless
The fastest
The digital
way to get
missing files

Easily collect common missing files from your customers and integrate the data into your internal systems—no email or SMS attachments needed.

Built for insurance & financial enterprises

Remain secure
& compliant

Reduce
back 
& forth

Streamline document collection

Deliver a unified customer experience

Go to market
in days

Common missing documents

Proof of Identity and Age

Driver's license, passport, or national ID card

Proof of Residence

Utility bills, lease agreements, or bank statements showing the address

Medical Records

Detailed medical histories or records of specific treatments

Employment and Income Documents

Payslips, employment verification letters, or tax returns

Property Documents

Property deeds, valuation reports, and recent property photographs

Vehicle Registration Documents

Registration papers and a recent inspection report

Claim Forms and Incident Reports

Police or incident reports

Proof of Identity

Valid photo ID like a passport, driver’s license, or other government-issued identification

Proof of Address

Utility bills, property tax receipts, or official government correspondence

Financial Statements

Bank statements, investment account statements, and other evidence of financial resources

Income Verification Documents

Payslips, tax returns, W-2 forms, or proof of other income sources

Legal Documents

Marriage certificates, divorce decrees, or other legal documents Business Documentation

Vehicle Registration Documents

Registration papers and a recent inspection report

Enterprise features built in

White labeling
Connect EasySend to your existing infrastructure and brand with your logos and colors.
Large file
support
Receive large files effortlessly and overcome the limitations of email attachments.
Multi-format support
Accept documents in various formats including PDF, JPG, and Word.
Error-free transmission
Detect invalid email addresses and avoid errors with system validations.
Integrated workflow
Intake data collected from the Missing Documents template into your workflow.
Template customization
Tailor your Missing Documents template to meet your unique requirements.

Security you can rely on

We’re committed to keeping your data secure with enterprise-grade security standards. Our platform and electronic signature tool are compliant with the highest international standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance. 
Learn more about security
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