The Collect blog provides tactics, tips, and advice to automate your documents and data collection.
Learn how robust user access control enhances client onboarding, mitigates risks, and strengthens data security through automation and best practices.
Learn essential strategies for effective user onboarding in document management systems to enhance productivity and engagement.
Learn how to effectively add your logo to client portals for a more professional look that reinforces your brand and builds client trust.
Automating Enhanced Due Diligence processes enhances compliance efficiency and accuracy while reducing costs and risks associated with manual reviews.
Over time, Collect has grown—from a simple form builder to a powerful workflow tool. But as we added more elements, settings, and use cases, the builder experience started to feel a little… clunky. So we took a step back and redesigned it. This update makes building in Collect faster, cleaner, and more intuitive—plus adds some long-awaited features you've been asking for.
