FAQs

Start from a template (or build one from scratch), choose your recipients or contact group, and send. You can set a due date, an optional password, and a reminder schedule before sending.

Yes, every request has a secure, unique link. If it's password-protected, recipients need the password to open it. Share the password separately from the link for best security.

We prioritize security. Passwords are hashed using bcrypt and can never be decrypted. Only authorized team members can access or modify a request, and you can password-protect any request link.

Because passwords are hashed, we can't retrieve the original value. You can set a new password by editing the request.

Yes, you can edit a request at any time — due date, reminder schedule, password, and recipients — from its details page.

Review the submitted fields and files on the request's details page, then approve or request changes. Completed requests move out of your active queue automatically.

Archiving a request moves it out of your active list but keeps it fully accessible in your archive — useful for keeping the dashboard clean while retaining a record of everything you've collected.

Yes, Collectaro can send escalating reminders to recipients who haven't responded yet, so nothing sits unanswered.

Use the search bar and filters on the dashboard to find specific requests by status, template, or due date.

Yes, filter requests by contact to see everything you've asked a particular vendor, customer, or team member for.

Add, edit, and delete contacts from the Contacts page. Each contact can be linked to multiple requests, with notification options via email, SMS, or WhatsApp.

Contact our support team through the contact form or support email. We are committed to resolving any issues promptly.

Send one request that lists everything you need as a checklist, with a short instruction on each item. Your client sees the whole list in one place, uploads at their own pace, and reminders chase whatever is still missing — so you never write a follow-up email again.

Not email — attachments with tax forms or IDs sit unencrypted in two inboxes forever. A secure upload link is safer: files are encrypted in transit and at rest, land directly in your dashboard, and access is controlled by roles on your side.

A good rhythm is a gentle reminder every 2–3 business days, escalating slightly as the deadline gets closer. With Collectaro you set that cadence once and the reminders send themselves — and stop automatically the moment everything required has arrived.

Use an upload link instead of a shared folder. Your client can only add files to their own request — they never see your folder structure, other clients' files, or anything else. Everything they submit is organized under their request automatically.

Three things: exactly which documents you need (named individually, not "your paperwork"), a short plain-language note on each item explaining what qualifies, and a due date. Collectaro templates bundle all three so every request goes out complete.