What type of elements can I add to my client portal?
With Collect’s campaign editor, you can build a customized client portal by adding different types of elements — each designed to guide, inform, or collect information from your clients.
These elements help you structure your onboarding or document collection process in a way that’s clear, collaborative, and easy to follow.
You can add the following types of elements:
Text blocks
Document requests
Forms
Tasks
Pages
Sections
Let’s explore what each element does and how you can use them.
Text elements allow you to add static content to your portal — perfect for providing instructions, setting expectations, or sharing context.
Welcome or introduction messages
Step-by-step instructions
Links to external resources
Each text block includes a rich text editor that supports:
Text formatting
Hyperlinks
Images and videos
File attachments (up to 5 per block)
You can also use text blocks to share documents with your client by making them available for download.
Use Document elements when you need your client to upload files. These blocks allow you to collect specific documents in a structured way.
You can:
Name each document request
Add a description or instructions
Set file type requirements
Mark uploads as required or optional
You’ll be able to see which documents have been submitted in real time.
Forms are used to collect information from clients using structured fields. Ideal for cases where you need data, not files.
Contact details
Business info
Surveys or questionnaires
You can choose from multiple field types (text, dropdowns, checkboxes, etc.) and make specific fields required for submission.
Tasks are checklists you can create for your clients — useful for guiding them through steps that don’t involve forms or file uploads.
Each task block can include multiple individual to-dos, such as:
“Schedule a call with your onboarding manager”
“Review the welcome pack”
“Confirm your billing address”
Clients can check off tasks as they complete them, giving both sides visibility into progress.
Pages help you divide your portal into separate screens or steps. Each page can contain its own combination of elements (like text, documents, forms, and tasks).
This allows you to:
Present information in a clear, step-by-step flow
Organize content by theme or phase
Prevent information overload
You can add as many pages as you need and rearrange them at any time.
Sections group multiple pages and elements under a common heading — perfect for larger or more complex workflows.
For example, you might create sections for:
Legal & Compliance
Product Setup
Payment & Invoicing
Sections make your portal easier to navigate and help you apply logic (such as visibility conditions) across larger parts of your flow.
These elements help you structure your onboarding or document collection process in a way that’s clear, collaborative, and easy to follow.
You can add the following types of elements:
Text blocks
Document requests
Forms
Tasks
Pages
Sections
Let’s explore what each element does and how you can use them.
📄 Text Blocks
Text elements allow you to add static content to your portal — perfect for providing instructions, setting expectations, or sharing context.
Use cases:
Welcome or introduction messages
Step-by-step instructions
Links to external resources
Each text block includes a rich text editor that supports:
Text formatting
Hyperlinks
Images and videos
File attachments (up to 5 per block)
You can also use text blocks to share documents with your client by making them available for download.
📥 Document Requests
Use Document elements when you need your client to upload files. These blocks allow you to collect specific documents in a structured way.
You can:
Name each document request
Add a description or instructions
Set file type requirements
Mark uploads as required or optional
You’ll be able to see which documents have been submitted in real time.
📝 Forms
Forms are used to collect information from clients using structured fields. Ideal for cases where you need data, not files.
Examples:
Contact details
Business info
Surveys or questionnaires
You can choose from multiple field types (text, dropdowns, checkboxes, etc.) and make specific fields required for submission.
✅ Tasks
Tasks are checklists you can create for your clients — useful for guiding them through steps that don’t involve forms or file uploads.
Each task block can include multiple individual to-dos, such as:
“Schedule a call with your onboarding manager”
“Review the welcome pack”
“Confirm your billing address”
Clients can check off tasks as they complete them, giving both sides visibility into progress.
📄 Pages
Pages help you divide your portal into separate screens or steps. Each page can contain its own combination of elements (like text, documents, forms, and tasks).
This allows you to:
Present information in a clear, step-by-step flow
Organize content by theme or phase
Prevent information overload
You can add as many pages as you need and rearrange them at any time.
📁 Sections
Sections group multiple pages and elements under a common heading — perfect for larger or more complex workflows.
For example, you might create sections for:
Legal & Compliance
Product Setup
Payment & Invoicing
Sections make your portal easier to navigate and help you apply logic (such as visibility conditions) across larger parts of your flow.
Updated on: 02/04/2025
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