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 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