Changelog
The latest from Collect
A smoother request experience for everyone
We’ve made a wave of improvements to the portal and request experience, so contributors stay unblocked and teams keep more control.
What’s new:
- Delayed start for requests, so they open exactly when you want.
- Campaign visibility and privacy controls for sensitive workflows.
- Clearer assignments and new-document highlights in request details.
- A smoother scanner flow and better portal document handling.
Also improved
- The portal gives clearer feedback across several document and form flows.
- More portal messages are localized, and modals behave more predictably.
- Due dates are handled better when duplicating or updating items.
Small improvements that add up to a cleaner experience for internal teams and contributors alike.
Save the views your team uses every day
You can now organize request lists around the way your team actually works, and stop rebuilding the same filters over and over.
What’s new:
- Saved and custom views for your request lists.
- A customizable menu: pin the views you use most to your menu for direct, one-click access.
- A filter chips bar that makes filters easy to see, adjust, and clear.
- View icons, metadata, and display preferences, so each view feels ready to use.
- Seeded default views to get started without configuring everything from scratch.
Also improved
- Sorting and “hide completed” behavior are more predictable.
- Request lists load faster and are easier to scan.
- View management respects team permissions.
Find the right requests faster, whether you track work by status, owner, or priority.
A better editor for clearer instructions
Writing instructions, notes, and descriptions in Collect is now cleaner and more reliable, with formatting that holds up wherever your content appears.
What’s new:
- An upgraded editor for richer, easier formatting.
- Rich text everywhere it matters: descriptions, notes, static pages, portal text, and request content.
- Better handling of variables inside your text.
- Cleaner images and videos embedded in rich content.
Also improved
- Instructions and notes keep their formatting more consistently across Collect.
- Portal text is cleaner and easier for contributors to read.
- Rich text is reused more reliably in exports and merged content.
Write richer request content with less friction.
Build more dynamic requests with repeatable sections
You can now build requests that adapt to repeated data and more complex conditions, without duplicating sections by hand.
What’s new:
- Repeatable sections: ask for repeated sets of information, like multiple people, entities, assets, items, or documents.
- Repeatable items in the portal: contributors get a clean experience even for complex requests.
- Conditional logic for repeated data, so the experience adapts to what contributors enter.
- Variables inside logic to personalize what each contributor sees.
Also improved
- Conditional logic is easier to review before you publish a request, with clearer rule summaries.
- Logic now behaves more consistently across the portal, exports, webhooks, and e-signature flows.
- Saving, loading, and versioning request logic is more reliable.
More powerful logic for the complex, multi-entity requests your team runs every day.
More reliable e-signature workflows
E-signature in Collect is now more complete and reliable, from sending a document for signature to keeping the signed copy attached to the right request.
What’s new:
- Improved DocuSign workflows.
- Signed documents retrieved into Collect automatically, so they’re easy to find.
- Include signed documents in exports, alongside appendices and merged files.
- Signed-copy email notifications when a document is complete.
Also improved
- Signing errors are handled more clearly, so teams can resolve blocked requests faster.
- Signing status is more accurate, including for documents signed externally.
- E-signature steps work better with merged documents and appendices.
A smoother path from request to signed, organized document.
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