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Anatomy of your Collect Customer Portal


Anatomy of your collect client portal
Anatomy of your Collect client portal

Firstly, located on the top left, there is your logo. You can find the process to customize your branding here.

Just below the logo, you will find the headline of the request. The tabs of different pages in the portal will be located below the request headline.

The additional details of the request like the author name, the due date, etc., will be mentioned below the page tabs of the portal.

The title of the current page is located on the top right. Different types of elements that can be present on the page will be placed below this page title.

We currently support three types of elements that can be included in the portal:

  • Text
  • Document
  • Forms

At the bottom of the page, you will find the call to action button. This could be for navigation between the next and previous pages. If it is the last page of the portal the button will allow you to submit your response for review.