Batch Intake Campaigns & Token Portals
Collect standardized forms from 100+ recipients simultaneously with automated tracking.
Launch batch intake campaigns for employee onboarding, vendor certifications, customer surveys, and event registrations. Each recipient gets a secure, authenticated link with live progress tracking.
DocFlexa workspace
Batch Intake Campaigns & Token Portals
Secure tokenized intake links: recipients access without needing an account
Live campaign analytics: track submissions, pending invites, and completion percentage
Automated deadline countdowns and scheduled reminder triggers
Dual-Audience Architecture
How it powers both Personal Life and Business Workspaces
Gather dietary preferences, RSVP headcounts, emergency contacts, or trip waivers from extended family or group members.
- Send one link to gather responses from everyone in a group
- Track who has submitted and who is still pending
- Compile all submissions into a single organized vault folder
Onboard new cohorts of employees, collect annual compliance waivers, or process vendor intake packets at scale.
- Upload recipient CSV lists and dispatch unique intake tokens instantly
- Monitor real-time campaign completion dashboards and submission metrics
- Trigger automatic reminder nudges to pending recipients as deadlines approach
Step-by-Step Architecture
How this workflow executes end-to-end
Create Campaign
Choose a published template schema and set a deadline with optional submission limits.
Add Recipients
Add individual recipient emails or import a CSV roster with auto-generated secure tokens.
Live Tracking
Watch real-time submission progress, response rates, and completion badges.
Batch Export & Sync
Download all aggregated records or sync directly to your enterprise S3/Drive bucket.
Frequently Asked Questions
Everything you need to know
Do campaign recipients need to create a DocFlexa account to submit?
No! Each recipient receives a secure, tokenized intake portal link that allows them to complete and sign the form seamlessly without creating an account.
Ready to launch your workflow on DocFlexa?
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