How to add multiple documents at the same time

When setting up a campaign in Collect, you can speed up the process by adding multiple document blocks in one step. This is especially helpful if you need to collect a long list of files from your clients.

How it works

Instead of adding document elements one by one, use the "Multiple documents" option to generate several at once from a list.

Step-by-step: Add multiple documents

• Open your campaign editor.
• While adding new elements, click the plus (+) button on the left side of any existing element.

• In the “Insert an element” menu, select Multiple documents.
  
• A window will open—similar to the regular document setup screen—but with a large text area.
• Paste or type the list of document names you want to add (e.g., 20 different file titles).
  
• Optionally, click Advanced settings to apply shared settings across all documents (e.g., file type).
• Click Insert to add all the documents to your request.
  Each name you enter becomes its own separate document block.

Editing after creation

Once the documents are created, you can:

• Add individual descriptions, images, or conditional logic to each document
• Modify or reorder documents as needed

Note: Detailed customizations must be done on each document individually after insertion.

Updated on: 27/06/2025