Optimize client workflows with conditional logics
Use conditional logics in Collect to display relevant elements and streamline your client interactions
Display elements based on specific conditions
Conditional logics in Collect allow you to decide which elements, such as document requests, forms, task lists, and e-signatures, should be displayed on the portal. This granular control ensures that your clients only see relevant information, enhancing their user experience.
Adapt to client behavior in real-time
Conditional logics can be based on data synced when the request is created or on client interactions and answers on the portal. This dynamic approach ensures that the portal adapts in real-time to client behavior, providing a personalized and efficient experience.
Enhance efficiency with targeted content
By using conditional logics to display only the most relevant elements, you streamline your clients’ workflows. This targeted approach reduces unnecessary steps and information, helping clients complete tasks more efficiently and with greater satisfaction.
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