How it works
Collect your first documents in less than 4 minutes
1. Detail the documents you need to collect
Specify the documents you need to get from your recipients. For each documents you have the ability to set up contraints (file type, size, number of documents,...)
2. Define the due date and schedule follow-ups
Specify the date you need the documents to be retrieved. Automate the chase of documents by scheduling personnalized emails. Follow-ups are sent until the task is achieved.
3. Send requests to your contacts
Each recipients is receiving a personnal request. At any time you know exactly who is on time and who is not.
4. Offer high-end experience with the client portal
Your contact will get a beautiful branded client portal where they will be able to upload their documents. You will be notified when it's completed.
Features you will love
We developped a bunch of features to help you integrate Collect in your own process
Let us know what are the problems we are not solving yet so we can find solutions together.
Accurately define what you need to collect from your recipients.
Branded portal and emails
Design your portal and emails with your logo and your color.
Schedule reminders and personalize messages using variables.
Share your campaign and your request within your team.
Welcome your recipients by speaking their language.
Import your list of contacts and send bulk requests.
Allow your recipients to ask you questions directly from the portal.
Approve or reject documents that have been uploaded.
Know accurately what's happening for each request (email reads, uploads,...).
Integrate Collect into your own workflows.
Cloud Storage Sync
Move uploaded documents automatically to your Cloud Storage.
Get notified every time contacts have submitted documents.
Sign up for a 7-day free trial
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