How to create a document Collection

You can create a new collection by linking a form, a contract or both. Creation has four steps.

Where to find it: Pre-onboarding → Collections → Create a collection

Before you start

• Create the form and/or contract to link. The collection picks them from the ones that already exist.
• For the form-and-contract objective you need a form linked to a contract.

Steps

1. Go to Pre-onboarding → Collections.
2. Click Create a collection.
3. In the first step (Info), enter the initial information, including the Collection name.
4. In Objectives, choose what you want to collect: Form completion, Contract signing or Form completion and contract signing.
5. In Resources, select the form, the contract or the form with a linked contract. You can search for them by name.
6. In Activation, choose whether and when the collection starts on its own. See How to start a collection automatically (activation).
7. Click Launch collection.

Good to know

• With Form completion and contract signing, the candidate fills in the form first. Then they receive the contract with the data already filled in.
• After launching you'll see the message Collection launched!. Collections start based on the activation settings.
• A collection that hasn't been launched yet stays in Draft status.
• You can change the name, agent and language later too, from the collection's Settings tab.