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# 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.

## 1. Add a Document block

In the **campaign editor**, click **“Add element”** and choose **Document**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/add-document_tdpuu1.jpg)

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.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/document-element_156hdsf.jpg)

## 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.