No, Kaddim will follow up and remind your clients to ensure they have shared all the documents required as part of your request. It’s like having your very own personal assistant!
When your client shares a requested document, Kaddim will ask you to review it. If it is incorrect, Kaddim will go back to your client with revised instructions and ask for the correct content or document.
Signup for a free trial. If you require a demo, we’d be glad to provide you one.
You can view all content and documents on the platform, and can download them as you please.
Kaddim sends your client an email or SMS with a link to a secure portal where they can view the details of the requests. They can then fill out all the requested content and upload all required documents through the secure Kaddim client portal and review the status of the document request over time.
When your client shares a requested document, Kaddim will ask you to review it. If it is incorrect, Kaddim will go back to your client with revised instructions and ask for the correct content or document.
No, Kaddim will follow up and remind your clients to ensure they have shared all the documents required as part of your request. It’s like having your very own personal assistant!
Kaddim notifies you if your client has any questions, and allows you and your client to communicate via the platform seamlessly.
All client data is stored within secure data warehouses in Australia for Australian customer and within American data warehouses for American customers. For clients in other geographies, Kaddim is able to host your data within your locality, please contact support.
Yes Kaddim allows both the collection and sharing of documents and information.