Collect | Help Center

Help Center

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Getting Started

Learn everything about how to get started with Collect

2 Articles

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Collect Features Guide

4 Articles

🧭

Collect Portal

How to use Collect portal

6 Articles

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Account management

Manage your account, billing and personal data.

14 Articles

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Cloud integrations

Everything you need to know concerning our integrations with Cloud services

1 Article

HubSpot integration

Everything you need to know concerning our integration with HubSpot .

8 Articles

DocuSign integration

Everything you need to know to embed DocuSign e-signature on the client portal.

7 Articles

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Privacy and Security

Our commitment on privacy and security.

0 Articles

🚫

Spam and Abuse

All you need to know about spam and abuse.

3 Articles

🧑‍💻

Get help

Still have questions? Contact us.

1 Article

Getting Started

Collect Features Guide

Collect Portal

Account management

Cloud integrations

HubSpot integration

DocuSign integration

Privacy and Security

Spam and Abuse

Get help

How to create your first campaign?

How to download a zip file with all the uploaded files?

How to customize the name of the zip file?

How to customize the name of the documents in the zip file?

Can you send a request to multiple contacts?

🇺🇸 🇬🇧 • I see “Warning: This link is not correct!” on the portal

🇩🇪 • Ich sehe "Warnung: Dieser Link ist nicht korrekt!" auf dem Portal

🇫🇷 • Je vois “Avertissement : Ce lien n'est pas correct !” sur le portail

🇪🇸 • Veía "Advertencia: ¡Este enlace no es correcto!" en el portal

🇮🇹 • Visualizzo il messaggio "Attenzione: Questo link non è corretto!" sul portale

🇧🇷🇵🇹 • Eu vejo "Aviso: Este link não está correto!" no portal

Why do I need to verify my account?

How do I change my password?

How to invite a team member?

How to modify email notification?

Do I need a credit card to try Collect?

How does the trial work?

What happens at the end of my free trial?

How do I upgrade / downgrade?

What is a request?

Are requests really unlimited?

What happens if I reach my request limit for the month/year?

Where can I find my receipts/invoices?

How can I change my billing details?

Can I delete my account?

Integrating Collect with Google Drive

What type of plan do I need to use the HubSpot <> Collect integration?

How to connect your HubSpot account to Collect?

How to send a request in Hubspot?

How to validate the data and the documents in Hubspot?

How to select the HubSpot properties that can be synced with Collect?

How to use the HubSpot properties in Collect?

I see a button "Request invite", what does it mean?

How to uninstall Collect from HubSpot?

What type of plan do I need to use the DocuSign <> Collect integration?

How to connect your DocuSign account to Collect?

How to request a Docusign e-signature in Collect?

How to use Docusign templates in Collect?

How to upload a document to be sign specific to a request?

How to use “Auto-place” tabs with the Docusign integration?

What are the different envelope statuses available in Collect?

How to prevent your emails to go to the spam folder?

Report abuse

I have received a suspicious request - what should I do?

How can I contact you?