How to specify the documents you need to retrieve
When building your client portal in Collect, you can use Document blocks to request specific files from your clients — with clear instructions, file requirements, and helpful context.
Each Document block lets you define:
What document you’re asking for
How clients should upload it
Any technical requirements (format, size, image resolution, etc.)
Whether uploads are required or optional
Let’s walk through how to configure a Document block step by step.
In the campaign editor, click “Add element” and choose Document.
Each block represents one document or group of related documents. For example:
“Proof of address”
“Payslips (last 3 months)”
“Signed agreement”
“Business registration document”
If you’re collecting multiple versions of the same type (e.g. multiple payslips or invoices), keep them in the same block — clients can upload more than one file if allowed.
At the top of the Document block, give your request a clear and recognizable title (e.g. “Bank Statement – Last Quarter”).
This title appears to the client, so make it specific and action-oriented.
Just above the name field, you’ll see two buttons:
Add a cover – Add a visual cover (useful for visual cues or branding).
Add description – Add helpful instructions for your client.
Explain what you're asking for
Clarify requirements or expectations
Provide any important details (e.g., "Upload a scanned copy, PDF only, no older than 3 months")
📌 Example:
Please upload a PDF copy of your most recent utility bill.
It must include your name, full address, and be dated within the last 90 days.
Click on Advanced settings to customize how the upload should behave:
Choose which file formats are allowed (e.g., .pdf, .jpg, .docx).
If you leave this field blank, all formats will be accepted.
If you allow image files, you can define:
Minimum or maximum size
Specific width and height requirements (optional)
This is especially useful when the image will be reused in a specific format — for example:
A profile picture that must be at least 400×400 pixels to appear correctly on a website
A banner image that needs to be exactly 1200×600 pixels for use in a mobile app
By setting these parameters, you can ensure that the images clients upload meet the technical standards required for your use case.
Specify the maximum size (in MB) for uploads. Leave blank to allow any size.
Check this box if the document is mandatory — clients won’t be able to submit without uploading it.
Enable this option if the client should upload more than one file in the same block (e.g., multiple invoices or statements).
You can improve clarity by adding helpful context:
Upload a sample document
Ideal when clients need to fill out or match a format.
➤ Example: Provide a pre-filled Excel template or a PDF form.
Upload an image (again, from the description area)
Useful for showing what a valid document should look like.
These assets appear directly above the upload area, making it easier for your client to understand what’s expected.
Once everything looks good:
Review your settings
Click “Add this document” to save and insert the block into your portal
You can always go back and edit the block later using the context menu (⋯).
Design tip: Use clear titles, concise instructions, and file validation settings to reduce back-and-forth and help your clients get it right the first time.
Each Document block lets you define:
What document you’re asking for
How clients should upload it
Any technical requirements (format, size, image resolution, etc.)
Whether uploads are required or optional
Let’s walk through how to configure a Document block step by step.
1. Add a Document block
In the campaign editor, click “Add element” and choose Document.
Each block represents one document or group of related documents. For example:
“Proof of address”
“Payslips (last 3 months)”
“Signed agreement”
“Business registration document”
If you’re collecting multiple versions of the same type (e.g. multiple payslips or invoices), keep them in the same block — clients can upload more than one file if allowed.
2. Name your request
At the top of the Document block, give your request a clear and recognizable title (e.g. “Bank Statement – Last Quarter”).
This title appears to the client, so make it specific and action-oriented.
3. Add a cover image and description
Just above the name field, you’ll see two buttons:
Add a cover – Add a visual cover (useful for visual cues or branding).
Add description – Add helpful instructions for your client.
Use the description field to:
Explain what you're asking for
Clarify requirements or expectations
Provide any important details (e.g., "Upload a scanned copy, PDF only, no older than 3 months")
📌 Example:
Please upload a PDF copy of your most recent utility bill.
It must include your name, full address, and be dated within the last 90 days.
4. Use advanced settings to define file requirements
Click on Advanced settings to customize how the upload should behave:
Accepted file types
Choose which file formats are allowed (e.g., .pdf, .jpg, .docx).
If you leave this field blank, all formats will be accepted.
Image resolution (for image uploads)
If you allow image files, you can define:
Minimum or maximum size
Specific width and height requirements (optional)
This is especially useful when the image will be reused in a specific format — for example:
A profile picture that must be at least 400×400 pixels to appear correctly on a website
A banner image that needs to be exactly 1200×600 pixels for use in a mobile app
By setting these parameters, you can ensure that the images clients upload meet the technical standards required for your use case.
Max file size
Specify the maximum size (in MB) for uploads. Leave blank to allow any size.
Required field
Check this box if the document is mandatory — clients won’t be able to submit without uploading it.
Multiple files
Enable this option if the client should upload more than one file in the same block (e.g., multiple invoices or statements).
5. Add a sample file or visual reference
You can improve clarity by adding helpful context:
Upload a sample document
Ideal when clients need to fill out or match a format.
➤ Example: Provide a pre-filled Excel template or a PDF form.
Upload an image (again, from the description area)
Useful for showing what a valid document should look like.
These assets appear directly above the upload area, making it easier for your client to understand what’s expected.
6. Finalize and save
Once everything looks good:
Review your settings
Click “Add this document” to save and insert the block into your portal
You can always go back and edit the block later using the context menu (⋯).
Design tip: Use clear titles, concise instructions, and file validation settings to reduce back-and-forth and help your clients get it right the first time.
Updated on: 02/04/2025
Thank you!