Track the required documents for every customer
Decide which documents each type of customer must hold, and AirSign shows who is compliant, who needs attention and who is missing something. Then send it to everyone missing it from one screen.
Book a demoPart of the AirSign suite - one plan, every app.
Stop chasing paperwork by hand
Rules per customer type
Set what each type of customer needs, and it applies to all of them.
Renewal cycles
Have documents renew on a rolling or calendar cycle, with grace days before they count against you.
Clear status
See compliant, needs attention, missing, in grace period and expiring soon at a glance.
More than signatures
A requirement can be a signing session, a form, a training module or a record held elsewhere.
Preview before you send
See how many customers a bulk send will reach before you confirm it.
Sent when the type changes
Requirements can go out automatically when a customer moves to a type that needs them.
How to set up required documents
- 1
Add a requirement
Open Requirements and choose Add requirement.
- 2
Choose who and how often
Pick the document type, the customers it covers and how often it renews.
- 3
Check who is missing it
The status for every customer updates on its own.
- 4
Send to everyone missing
Choose Send to everyone missing, check the count and confirm.
More in AirSign CRM
Lead Pipeline
Every lead on a board, from enquiry to signed agreement.
Learn moreCustomer Management
Organisations and individuals, with contacts and history.
Learn moreOnline Invoicing
Invoices with a Pay now link, from jobs or your price list.
Learn moreCRM Dashboard
Leads, customers and recent activity at a glance.
Learn moreRequired Documents FAQs
Customers who are missing the document. It needs a primary contact email to reach them, and leads are skipped because requirements apply once someone is a customer.
No, it targets customers who are missing the document. Renewals are tracked by their status.
Yes, as an external requirement. Those are recorded by hand, so they cannot be sent in bulk.
Yes, you can recall it from the customer record.
AirSign CRM is part of the AirSign suite - one plan, every app. Book a demo and we will walk you through it.
Bring leads, customers and invoices together
Book a demo and we will show you the path from enquiry to paid invoice.