• 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 elemeFeatured

• Can you send a request to multiple contacts?

  To send a request to multiple contacts, activate the option in the “configuration” step of the campaign setup.Featured

• How to use Conditional Logics

  Conditional logics in Collect customize requests dynamically, using data and responses to tailor visible elements, enhancing relevance and efficiency.Featured

• How to download a zip file with all the uploaded files?

  Once you have received the first document of a request, you will see a new button appear on your request page “Download all”.Featured

• How to customize the name of the zip file?

  You can customize the name of the zip file that can be download from the request page.Featured

• How to customize the name of the documents in the zip file?

  You can customize the name of the different documents uploaded before downloading the zip file.Featured

• How to organize your portal with pages and sections

  A well-structured portal helps your clients stay focused, complete tasks more easily, and move through your workflow with clarity. In Collect, you can organize your portal using Pages and Sections to break content into manageable, logical steps. Why Split Your Portal into Multiple Pages? Presenting everything on a single page can quickly become overwhelming — especially when your campaign includes many tasks, forms, or document requests. Using multiple pages helps you: ReduceFew readers

• How to add static text to your portal

  Static text elements let you add rich, informative content to your client portal. Whether you're welcoming new clients, giving instructions, or sharing reference materials, this is the go-to block for non-interactive content. What is a static text element? A static text element is a flexible content block that allows you to display information in your portal without expecting any action from the client. It supports a wide range of content types: ✅ Formatted text 🔗 Links tFew readers

• 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 IFew readers

• What is the maximum file size for documents uploads in Collect?

  When collecting documents from your clients using Collect, you can define file size limits for each Document block — or allow uploads of any size within the platform’s limits. Default upload limit By default, Collect supports file uploads of up to 2 GB per file for users on a paid plan. This allows clients to easily upload large files such as: High-resolution PDFs Detailed financial reports Multimedia files (images, videos, etc.) Customizing file size limits WhenFew readers

• What are notes and how to add a note to a request?

  Notes are internal-only comments that can be added to any request inside a campaign. They’re ideal for keeping track of internal feedback, sharing context with teammates, or leaving reminders for yourself — all without exposing anything to your clients. What are notes used for Notes help you: Record observations while reviewing a request Flag issues or action items for your team Document decisions for future reference Keep internal communication organizedFew readers

• How to create a form

  Forms in Collect let you gather structured information from your clients — whether it's basic contact details, service preferences, or more complex data like addresses and dates. You can fully customize your forms using a variety of field types, along with rich formatting, instructions, and validation options. How to add a form to your portal In the campaign editor, click “Add element” and select Form. Give your form block a title — this will appear in the clientFew readers

• How to customise your Collect portal

  You can customise the look and feel of your Collect portal in two main ways: During campaign creation – update key content like headlines and side notes Through Brandings – apply your logo, colours, language, and default text across campaigns Both options help you tailor the client experience to match your brand and tone. Customising during campaign creation When you create a new campaign, you can define certain elements of the portal that are specific to that campaign —Few readers

• How to have different languages for your emails and Collect portal

  If you want to provide your clients with a fully localised experience — including the portal content, forms, and email notifications — you can set up different language versions using Brandings and separate campaigns. How language works in Collect The language of your portal and emails is determined by the Branding assigned to the campaign. Each branding includes language-specific settings for: Portal labels and system text Email content (follow-ups, reminders, eFew readers

• How to change a due date

  In Collect, you can assign or modify the due date for a request at three different stages: During campaign setup While sending the request After the request has been sent Here’s how each option works: 1. Set the due date during campaign creation When creating a campaign, you’ll define the due date in the Follow-up step (step 2). By default, the due date is set to 7 days after the request is sent You can choose a specific date by selectinFew readers

• How to import contacts

  You can import contacts into Collect using CSV files. Whether you're adding contacts globally or for a specific campaign, this guide covers all available options and walks you through each step. Note: Only CSV files can be used to import contacts into Collect. Ways to import contacts You can import contacts using any of the following: The Contacts menu The Campaign dashboard While sending a request 1. Importing contacts from the Contacts menu Use this methFew readers

• What are contact tags and how to add a tag to a contact?

  Contact tags in Collect let you label and organize your contacts with keywords, making it easier to search, filter, and automate actions across your workspace. You can assign multiple tags to a contact and use those tags to group recipients for requests or recurring workflows. Why use contact tags? Tags help you: Filter and search contacts easily in your contact list Select recipients by tag when sending a request Automate recurring requests based on tagged groFew readers

• How to cancel a request

  Cancelling a request in Collect will deactivate the client’s portal and stop all automated email follow-ups. This is useful if a request is no longer needed or was sent by mistake. There are several ways to cancel a request — either individually or in bulk. Cancelling multiple requests To cancel several requests at once: Go to the campaign dashboard Use the checkboxes on the left side of the request list to select one or more requests Once selected, a submeFew readers

• How to share a campaign with your team?

  In Collect, you can control who has access to each campaign — either by sharing it with your entire team or by inviting specific team members. There are two ways to share a campaign: Share with your entire team Share with specific members only Let’s walk through both options. Share a campaign with your team This option makes the campaign accessible to all team members in your organization. To do this: Open the campaign you want to share Click the Privacy bFew readers

• How validation works

  In Collect, customers interact with your portal by uploading documents, filling out forms, or completing to-do list actions. To ensure everything is submitted correctly, you can validate each item—marking it as approved, rejected, or pending review. This article explains how validation works, how to review different types of submissions, and how to manage communication with customers during the process. What is validation? Validation is the process of reviewing submitted items and updaFew readers

• How to use variables in a message

  In Collect, you can personalize automated and manual messages using variables. Variables act as placeholders that dynamically pull in contact details, user information, due dates, document lists, and more—saving time and improving communication accuracy. You can use variables in both email and SMS messages, whether you're creating automated workflows or sending one-off updates. When and where you can use variables You can insert variables in messages sent through: AutomatedFew readers

• How to use SMS as reminders

  Collect allows you to send SMS messages to your clients as part of your follow-up and reminder workflows. SMS reminders can be automated based on specific triggers—like document uploads or form completions—or sent manually when needed. This guide covers how to schedule SMS reminders, purchase SMS credits, and draft effective SMS content. When can SMS messages be sent? You can send SMS messages: Automatically, by setting up messages in the Follow-up stage during campaign creation oFew readers

• How to use message templates

  Message templates in Collect let you save time and ensure consistency by reusing commonly sent messages across campaigns. Whether you’re sending reminders, instructions, or follow-ups, templates help standardize communication while still allowing personalization through variables. This guide covers how to create, manage, and use message templates in two ways: while sending a message and from your workspace settings. Why use message templates? Templates are especially useful when: *Few readers