Sometimes a short video says more than a page of instructions. You can now record a video right inside Collect and show it to your client in their portal, with no need for Loom, Tella, or a separate upload.

Record however fits the moment:

• Webcam: put a face to your request with a warm, personal welcome message.
• Screen recording: walk your client through a document, a form, or exactly what you need from them.
• Webcam and screen together: guide them step by step while they see and hear you.

The same video for everyone, or a unique one per client

Add a video block to your campaign and record it once, so every new request shows the same message automatically. Or record a fresh video for a specific request when you want something tailored. Both work, so you can keep onboarding consistent and still make it personal whenever it matters.

No switching tools, no exporting, no re-uploading. Just hit record and send.