Saved views

See your requests exactly how you work

Filter, sort, and organize your requests, then save the layouts your team uses every day, always one click away.

Saved, filtered views of client document requests in Collect
Filtering document requests by status, owner and due date in Collect
Filter and focus

Build the exact view you need

Filter requests by status, owner, campaign, due date, and more, then choose which columns to show and how to sort them. Cut through the noise and see only what matters right now.

Save and reuse

Keep your favorite layouts one click away

Set up a view once and save it. Jump between "Overdue this week", "Awaiting my review", or any layout your process needs, without rebuilding filters every time.

Saving and reusing custom request view layouts in Collect
A saved request view shared across a team in Collect
Team alignment

Give everyone the same starting point

Standardize how your team looks at work with shared views, so everyone opens Collect to the same clear picture. Less setup, fewer mistakes, faster onboarding.

Start automating your onboarding today

Try Collect free for 7 days, with full access to our AI and integrations.