June 11, 2025

A new era for building in Collect 🛠️

We’ve shipped a bunch of improvements to make building in Collect faster, more powerful, and a lot more intuitive.

Redesigned Builder Layout

We’ve rethought how you interact with elements in the builder. Settings now live in a clean, collapsible menu at the top-right of each element—always just one click away. And you can now insert elements exactly where you want them.

Smarter Element Logic

You can now define conditional rules directly within each element—making it easier to stay focused and organized. Prefer the big-picture view? The original logic page is still available.

New Element Settings

We’ve added a powerful set of options to help you manage your workflows:

  • Set due dates at the element level
  • Assign elements to users, groups, or contacts
  • Auto-validate elements after actions like uploads
  • Mark elements as internal-only

Multi-Document Insertion

No more adding elements one by one. Just list the documents you need—we’ll create a separate element for each automatically.

Collaborative Requests

Requests can now be truly collaborative. If a request is marked as collaborative, contacts can invite others to contribute—directly from the portal.

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