The Documents Report in RISPER CRM provides a centralized view of all documents uploaded under client profiles.
This includes:

• Client company documents (e.g., trade license, VAT certificate)
• Client employee documents (e.g., passport, visa, labor card, insurance)

Instead of checking documents client by client, this report allows you to view, filter, track, and follow up on document expiries in one place.

What Appears in the Documents Report

The report lists all documents attached across the system, including:

• Client name
• Document name
• Document type
• Effective date
• Expiry date
• Remaining validity period

Both company-level documents and employee-level documents are included in the same report for complete visibility.

Filtering Documents by Expiry Date

One of the most powerful features of the Documents Report is expiry-based filtering.

You can:

• Filter documents by expiry date
• View only:
  • Expired documents
  • Documents expiring soon
  • Documents within a specific date range

This removes the need to manually check each client profile to identify expiring documents.

Identifying Expired Documents Instantly

Using the expiry filters:

• The system automatically identifies expired or near-expiry documents
• All such documents are listed together in the table
• You can sort the list by:
  • Client
  • Document name
  • Expiry date

This helps teams prioritize follow-ups efficiently.

Sending Document Reminder Emails

From the Documents Report, you can send reminder emails directly.

Sending Reminders – Two Options

Single Selection

• Select one document
• Click Send Reminder

Multi-Select

• Use the multi-select checkbox in the table header
• Select multiple documents
• Click Send Reminder once

Customized Email Communication

Each client receives a customized email, which includes:

Client name (personalized greeting)

A summary table of documents

• Document names
• Expiry dates
• Remaining validity (if applicable)

The email is sent:

• From your company email
• With your logo and signature
• In a professional, branded format

Automatic Follow-Up & Key KPI

The main KPI of the Documents Report is automation of follow-ups.

• Expired or expiring documents trigger reminders
• Follow-up emails are sent automatically or manually as required
• Clients receive timely notifications without manual tracking

This ensures:

• No missed renewals
• Better client servicing
• Increased upselling opportunities (renewals, amendments, processing services)

Practical Use Case – Accounting & Business Services

Example: Trade License & Employee Visa Tracking

An accounting or business setup firm manages:

• Trade licenses
• VAT certificates
• Employee visas and labor cards

Using the Documents Report:

• The team filters documents expiring in the next 30 days
• Selects all expired or near-expiry documents
• Sends reminders in one click
• Clients receive a clear summary of what needs renewal

This reduces manual effort and improves service quality.

One-by-One or Bulk Follow-Up

Depending on your workflow:

• You can follow up one client at a time
• Or follow up multiple clients together
• The system ensures each client receives only their own document details

Always Updated & Real-Time

The Documents Report is dynamic:

• Expiry dates update automatically
• Remaining validity is recalculated
• Filters always show the latest status

No manual updates are required.

Summary

The Documents Report in RISPER CRM is a critical operational tool that:

Centralizes all client and employee documents

Automatically identifies expired documents

Enables quick filtering and sorting

Sends customized reminder emails

Automates follow-ups and renewals

For accounting and business service companies, this report ensures compliance, efficiency, and proactive client communication—all from a single screen.