Free spreadsheet template

Free Document Tracker Excel Template

Download a practical spreadsheet tracker for client documents, statuses, owners, expiry dates, renewal dates, proof, and risk level.

Output: XLSX tracker Instant Best for: Manual spreadsheet tracking

Tracker focus

Sample rows

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The XLSX template includes the columns most firms need when they are still tracking documents manually.

Focus:
Sample rows:

Download the final XLSX tracker

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Name (optional)

Firm name (optional)

Role (optional)

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Output includes

Client and company name columns
Document type and required/optional status
Owner, status, expiry, and renewal fields
Reminder and notes fields
Proof stored and risk level columns

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ComplyChase AI helps track documents, expiry dates, reminders, uploads, and proof. It does not provide legal, tax, accounting, or compliance advice. Final responsibility remains with the business, accountant, adviser, or authorised user.

What is included in the spreadsheet?

Columns for client, document type, owner, status, due date, expiry date, and renewal notes.

When should I move to ComplyChase AI?

When manual spreadsheets break down — usually above 20–30 active clients or when reminders need automation.

Free Document Tracker Excel Template

Tracker template FAQ

What is included in the spreadsheet?

When should I move to ComplyChase AI?