You can now add an extra layer of security to your client portals with one-time password (OTP) protection.
Whether you want to secure access from the very first connection or only once a client has started entering information and uploading documents—you decide when it kicks in.
We’ve made it flexible:
It's a simple way to keep sensitive workflows secure while keeping things easy for your clients.
You can now customize automated emails at the campaign level—giving you more control over the messages your clients receive.
Previously, email customization was only possible in the branding settings, which apply across multiple campaigns. That still works—but now, if you want to fine-tune specific messages for a single campaign, you can.
A few notes:
More flexibility, more relevance—one campaign at a time.
We’re taking another step toward making Collect fully enterprise-ready.
Enterprise clients can now enable Single Sign-On (SSO) via SAML and SCIM provisioning. This brings tighter security, easier onboarding, and seamless user management at scale.
With SSO-SAML, your team can log in through trusted identity providers like Okta, OneLogin, or Google Workspace, reducing password fatigue and improving access control.
SCIM takes care of provisioning and de-provisioning users automatically—so your team lists stay up to date without manual work.
It’s everything you need to simplify IT workflows and stay secure as you grow.
Collect is now the first document collection platform to embed a document scanner directly into its portal.
Why does this matter?
Many of our users need to upload paper-based documents—but the process was often clunky: scan with a separate app, store the file, then upload it manually… or settle for low-quality photos.
Now, it's all built into Collect.
If the scanner is enabled for a campaign:
This feature is currently in beta, and we’re already working on improvements.
Mindee helps you automatically extract data from uploaded documents using AI. We've now updated our integration to support APIs generated with docTI, Mindee’s custom document processing engine.
With docTI, you can:
More precision, less manual work—now fully integrated.