Template · Events

Document checklist: Company offsite or trip

Who asks whom: The office manager to participants

4 documents2 to signPremium

Use this template See the documents

Included in the paid plans, or €2.90 once on the Free plan.

The 4 documents to request

ID card or passportFor booking tickets.Document or photo (PDF, JPG, PNG, HEIC, WebP)
Any room or meal preferences?Written answer
Waiver for sports activitiesDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
Image rights consentDocument or photo (PDF, JPG, PNG, HEIC, WebP) · Ready to sign

Documents to sign

Waiver for sports activities: To sign by hand, then send as a photo or PDF.
Image rights consent: Document provided by Please Send It in your name, ready to sign: signed online with a paid plan, otherwise printed, signed and sent back.

How it works

List the documents you need, and their format. With this template, the list is already done.
Add the people. Everyone sends the same thing, or each their own.
Set the deadline and how often to remind them. Done.

Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.

Frequently asked questions

Which documents should you request (company offsite or trip)?

This template lists 4 documents: ID card or passport, any room or meal preferences?, waiver for sports activities, image rights consent. 2 of them must be signed.

Do the people need to create an account?

No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.

Can I change the list?

Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.

Is this template free?

This template includes a document ready to sign, provided by Please Send It. It is included in the paid plans, or costs €2.90 once on the Free plan.

What happens to sensitive documents?

Some documents in this list are recognised as sensitive (ID card or passport). They are flagged to you and to the sender, and deleted 30 days after they arrive; you are warned 3 days before, to download what you must keep.