Building blocks · Document collection

Endless reminders, documents that never arrive, or arrive blurred or expired?

Automated document collection.

A link by text message or inside your customer’s app: they see what is still needed, photograph or upload each document, and it is checked on the spot. You receive complete files.

Simplify your collection Try the journey

Messages · nowYour brandHello Maëlys, 3 documents needed for your €4,200 premium: your-brand.com/d/x7Kq

YYour brand

Step 3 of 4

Your documents

Tax noticeVerifiedTo upload
ID documentBoth sides, sharpTo photograph
Bank detailsTo upload

Add my bank details

Reproduction

File 2026-0412Back office

2 / 3 documents received

Notice verified · reference income €21,430

On your behalf

Requested · received · checked

Each document is requested at the right time, checked on receipt, and filed in the right file.

YYour brand

Hello Maëlys, your order is confirmed.

To receive your €4,200 premium, 3 documents are still needed.

your-brand.com/d/x7Kq

Reproduction

YYour brand

Step 1 of 4

Before you start

Your premium€4,200

Three documents are enough: your tax notice, an ID document and your bank details. Allow three minutes.

Got it, continue

Reproduction

01A journey under your brand

The problemA ten-page form, on a computer, that your customers abandon.

One document at a time, on the phone.

A link sent by text message or e-mail, or the journey built into your app: your colours, a few screens, one document at a time, and always what is still needed.

Text or e-mail link, under your brand
Built into your customers’ app
What is still needed, always visible

Official specimen of the French national identity card — Reproduction

Read on the documentID card

Surname: MARTIN
Given names: Maëlys-Gaëlle, Marie
Document no.: X4RTBPFW4
Expiry date: 11/02/2030

Valid · same name as the file

Official specimen · French Ministry of the Interior

02Photo checked on the spot

The problemA blurred, cropped or expired photo, discovered a week later.

The photo is checked before it is sent.

Framing is automatic, sharpness is checked, the information is read: name, expiry date. A blurred or expired document is rejected at once, while the customer still has their phone in hand.

Automatic framing
Sharpness and validity checked
The same name as in the file

Go further:Customer identity

République
Françaiseimpots.gouv.frNotice verification service

Verify an income tax notice

Tax number30 12 345 678 912

Notice reference25 31 A12 345 678

Submit

Declarant 1	MARTIN Maëlys
Number of share(s)	2
Reference tax income	€21,430
Date of assessment	31/07/2025

Matches the notice uploaded by the customer

Reproduction

03Tax notice checked

The problemA doctored tax notice changes the amount of a premium.

The tax notice, checked with the tax authority.

The tax number and the notice reference are read, then checked with the French tax authority: the reference tax income and the number of household tax shares come from the source, not from the document.

Checked with the tax authority
Reference tax income and tax shares
A doctored document does not get through

File 2026-0412 · Maëlys MARTINFile documents

5 / 7 received

ID cardReceived · verified
Tax notice 2025Verified with the tax authority
Proof of addressReceived · under 3 months old
Bank detailsReceived · valid IBAN
Registration certificateSMS reminder · D+2
Signed quoteReceived
InvoiceExpected after the works

Automatic reminder sent · “Your registration certificate is missing”

Reproduction

04Every document, in the right file

The problemDocuments scattered across mailboxes, to be sorted by hand.

Each document joins its file.

Identity card, passport or residence permit, tax notice, proof of address, bank details (RIB), vehicle registration certificate, quotes and invoices: each document received is identified and filed; missing ones are chased automatically.

Automatic identification
Reminders for missing documents
A complete file, no sorting

Your turn

You are the customer: upload your documents.

The example mobile journey. Tap the phone’s buttons: the file fills up alongside, in the back office.

File 2026-0412 · Maëlys MARTINBack-office

0 / 3 documents received

Tax notice 2025Expected
ID documentExpected
Bank detailsExpected

14:02Text sent: 3 documents needed

Example: official ID card specimen, made-up amounts and account, nothing is sent.

How it works

01The document is requestedBy text, e-mail or in the app.
02The customer uploads itPhoto or file, from their phone.
03It is checkedOn the spot, at the source where possible.
04It joins the fileMissing ones are chased.

Your questions

What we are asked most.

Which documents can you collect?

Identity card, passport or residence permit, tax notice, proof of address, bank details (RIB), vehicle registration certificate, quotes and invoices, and any other document your file requires.

Can the journey be in our app?

Yes. The journey exists as a web link under your brand (text message or e-mail) and can be built into the app your customers already use.

How do you check a tax notice?

The tax number and the notice reference are checked with the French tax authority: the amounts come from the source, not from the uploaded document.

What happens if a document is missing?

The customer is reminded automatically, by text message or e-mail, with a link that takes them straight to the missing document.

With the other blocks

One block among fourteen.

Which documents do you want to collect?

New projectA bespoke tool, a study of your volumes or a call for tenders?Contact the sales team Already a clientA question about a file, your access or an invoice?9 am – 8 pm, 7 days a weekContact customer service