CLIENT MANAGEMENT • CHECKLIST

Client File & Document Checklist

Build a clean document system for storing contracts, decisions, notes, files, and working records across the full wedding planning lifecycle.

6 sections

30 items

instant access

CLEAN FILES • CLEAR CURRENT VERSIONS

A practical checklist for wedding planners who want contracts, vendor records, approvals, timelines, logistics files, and private notes organized in one dependable system.

Use it to build a reusable folder structure, reduce version confusion, protect important records, and prepare cleaner event-week files.

🔓 Get Instant Access

✓ Instant PDF download

✓ Thirty document-system checks

✓ Read on any device, lifetime access

SOUND FAMILIAR?

A document exists, but no one knows which version is current

Every client folder follows a different structure

Inconsistent categories and file names make documents slower to retrieve and harder to hand off to assistants or collaborators.

Signed records are mixed with drafts

Contracts, proposals, revisions, and early estimates can become difficult to distinguish when final versions are not clearly labeled and separated.

Approved choices are buried in message history

Without a decision library, the team may struggle to confirm what was approved, when it was approved, and why a major change was made.

Access problems surface during event week

Outdated links, incorrect permissions, unclear file owners, and missing backups create preventable pressure when information must be found quickly.

WHAT'S INSIDE

Inside the checklist, 6 sections and 30 items

Folder Architecture

Create the main workspace, apply consistent categories and naming, separate private notes, and test permissions before sharing access.

Contract Records

Store planner, venue, and vendor agreements together, identify signed versions, connect payment schedules, and keep important terms easy to retrieve.

Vendor and Venue Documents

Organize proposals, invoices, menus, diagrams, rules, load-in information, staffing notes, and the documents that affect timing or layout.

Decision Library

Store approved palettes, layouts, menus, timelines, and seating decisions with clear dates, context, and an obvious current version.

Timeline and Logistics Files

Maintain working and final timeline versions, link supporting logistics documents, assign ownership, and prepare a fast-reading event-week packet.

Access and Maintenance

Review permissions, remove outdated links, schedule cleanups, back up critical records, and archive completed projects without losing useful templates.

Build a file system that stays clear under pressure

Get instant access and organize contracts, decisions, vendor records, timelines, logistics, permissions, and final files through one repeatable structure.

🔓 Get Instant Access

Educational content only. Adapt the checklist to your services, contracts, privacy practices, document platforms, and local recordkeeping requirements.

At a glance

Format Printable checklist (PDF)	Access Instant download after checkout
Compatibility Phone, tablet, laptop — any device	Ownership Yours to keep, lifetime access
Refunds Handled under the store’s Refund Policy	Price See current product price

HERE'S EVERYTHING YOU GET

Everything inside — yours

The complete Client File & Document Checklist

Six organized sections and thirty checks for building a dependable client document system.

Included

Reusable folder architecture

Checks for categories, file naming, private notes, client-facing records, and sharing permissions.

Included

Contract and payment records

A structure for signed agreements, drafts, payment schedules, permits, insurance, and important terms.

Included

Venue and vendor documents

Guidance for proposals, invoices, menus, diagrams, venue rules, logistics notes, and archived versions.

Included

Approval and decision library

A method for separating inspiration from final choices and recording approval dates and context.

Included

Access, backup, and archive checks

Reminders for permissions, outdated links, monthly cleanup, critical backups, and project closeout.

Included

Your price today

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BEFORE YOU BUY

Questions, answered

What does the Client File & Document Checklist cover?

It covers folder architecture, contracts, payment records, vendor and venue documents, approvals, decision records, timelines, logistics files, access permissions, backups, maintenance, and project archiving.

Does it include a finished folder template?

No. It is a planning checklist that helps you build or improve a folder system inside the document platform you already use. It does not include a shared cloud folder or third-party software access.

Can I use it with Google Drive, Dropbox, or another platform?

Yes. The checklist is platform-neutral and can be adapted to Google Drive, Dropbox, OneDrive, a client portal, or another file-storage system that supports folders, links, and access permissions.

How do I receive the checklist?

You receive an instant digital PDF download after checkout. There is no physical product or shipping wait.

What devices can I use to view the PDF?

You can view the PDF on a phone, tablet, laptop, or desktop device with standard PDF-reading software. The file is yours to keep with lifetime access.

What is the refund policy for this digital checklist?

Refund requests are handled under the store’s Refund Policy. Because this is an instantly accessible digital product, the policy’s digital-access conditions apply.

Shipping

We are proud to offer international shipping services that currently operate in over 200 countries and islands world wide. Nothing means more to us than bringing our customers great value and service. We will continue to grow to meet the needs of all our customers, delivering a service beyond all expectation anywhere in the world.

Do you ship worldwide?

Yes. We provide free shipping to over 200 countries around the world. However, there are some locations we are unable to ship to. If you happen to be located in one of those countries we will contact you.

What about customs?

We are not responsible for any custom fees once the items have shipped. By purchasing our products, you consent that one or more packages may be shipped to you and may get custom fees when they arrive to your country.

How long does shipping take?

Shipping time varies by location. These are our estimates:

Location	*Estimated Shipping Time
United States	5-20 Business days
Canada, Europe	5-20 Business days
Australia, New Zealand	5-20 Business days
Central & South America	5-20 Business days
Asia	5-20 Business days
Africa	5-20 Business days

*This doesn’t include our 1-3 day processing time.

Do you provide tracking information?

Yes, you will receive an email once your order ships that contains your tracking information. If you haven’t received tracking info within 5 days, please contact us.

My tracking says “no information available at the moment”.

For some shipping companies, it takes 2-5 business days for the tracking information to update on the system. If your order was placed more than 5 business days ago and there is still no information on your tracking number, please contact us.

Will my items be sent in one package?

For logistical reasons, items in the same purchase will sometimes be sent in separate packages, even if you've specified combined shipping.

If you have any other questions, please contact us and we will do our best to help you out.

Returns

Order cancellation

All orders can be cancelled until they are shipped. If your order has been paid and you need to make a change or cancel an order, you must contact us within 12 hours. Once the packaging and shipping process has started, it can no longer be cancelled.

Refunds

Your satisfaction is our #1 priority. Therefore, you can request a refund or reshipment for ordered products if:

If you did not receive the product within the guaranteed time (45 days not including 1-3 day processing) you can request a refund or a reshipment.
If you received the wrong item you can request a refund or a reshipment.
If you do not want the product you’ve received you may request a refund but you must return the item at your expense and the item must be unused.

We do not issue the refund if:

Your order did not arrive due to factors within your control (i.e. providing the wrong shipping address)
Your order did not arrive due to exceptional circumstances outside of our control (i.e. not cleared by customs, delayed by a natural disaster).
Other exceptional circumstances outside of our control.

*You can submit refund requests within 15 days after the guaranteed period for delivery (45 days) has expired. You can do it by sending a message at support@sellvia.com

Exchanges

If for any reason you would like to exchange your product, perhaps for a different size in clothing, you must contact us first and we will guide you through the steps.

Please do not send your purchase back to us unless we authorise you to do so.

Client File & Document Checklist

Client File & Document Checklist

A document exists, but no one knows which version is current

Every client folder follows a different structure

Signed records are mixed with drafts

Approved choices are buried in message history

Access problems surface during event week

Inside the checklist, 6 sections and 30 items

Folder Architecture

Contract Records

Vendor and Venue Documents

Decision Library

Timeline and Logistics Files

Access and Maintenance

Build a file system that stays clear under pressure

At a glance

Everything inside — yours

The complete Client File & Document Checklist

Reusable folder architecture

Contract and payment records

Venue and vendor documents

Approval and decision library

Access, backup, and archive checks

Questions, answered

Shipping

Do you ship worldwide?

What about customs?

How long does shipping take?

Do you provide tracking information?

My tracking says “no information available at the moment”.

Will my items be sent in one package?

Returns

Order cancellation

Refunds

Exchanges

Refunds, returns, and exchanges

Can't find the desired product, or have any questions?

Reviews

Any questions about ecommerce?

Shopping cart

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