🗄️Effortless Document Collection for Any Need
Last updated
Last updated
Zipwire Collect takes the hassle out of gathering information, streamlining document collection for any scenario. Here's how it empowers you:
Flexible Uploads:
Two-way uploads: Both you and the recipient can upload documents, allowing you to use existing files to satisfy requests.
Bulk uploads: Upload entire folders of documents at once for faster processing.
Manual data entry: Collect more than just documents! Zipwire Collect allows you to request and capture manually entered information such as workplace history for references, address history, codes, and even confirmation of reading a message. This flexibility ensures you gather all the necessary details in a single, centralized location.
Smart Document Handling:
Machine Vision: Zipwire can identify the type of document uploaded (passport, ID, etc.) using advanced Machine Vision technology.
Large Language Models: We extract key information from documents, like names, expiry dates, and ID numbers, using sophisticated language processing.
Collection Customization:
Document Freshness: Specify how recent documents need to be and whether expired documents are accepted.
Optional Documents: Clearly define which documents are mandatory and which are optional for each collection.
Nested Packs: Build complex document request structures by nesting packs within packs.
Conditional logic: Configure items or entire packs to be conditional on entered information.
Streamlined Communication:
Real-time status updates: Everyone involved stays informed with clear status updates throughout the collection process.
Automatic nudges: Zipwire politely reminds those who haven't submitted documents to keep things moving.
Enhanced Control:
Review and approval: You have complete control to review, accept, or reject submitted documents.
Force closure: Recipients can close the collection if they are unable or unwilling to fulfill your request.
Zipwire Collect goes beyond simple document collection, offering a feature-rich platform that saves you time, reduces errors, and ensures a smooth experience for everyone.
The following screen shots were taken from our built-in Right to Rent collection template. It begins with two form entry items, one asking for the respondent's personal details and the other asking whether they have any documents in their previous name.
The respondent says "Yes", they do have some documents still in their old name.
After a couple of seconds the following new pack appears, advising the respondent towards their options for proving their name change. The Proof of legal name change pack has a condition that is only triggered when the response to the form above is 'Yes'.
Depending on why their name changed, the respondent will have a range of documents they can use to evidence and excuse the discrepancy regarding their name. These documents must be inspected manually, which is a setting you can configure per document, and the respondent is advised accordingly.
Here's what you'll see, as the rental agent in this scenario.
Since the requestor will need to inspect and retain copies of any evidence, they are allowed to pick a file to upload using Pick file.
The other button adds a Not applicable option for both the requestor and respondent which lets them skip that item. This is not necessary in this case since the Proof of legal name change pack is set to accept any one of the items. This means, as soon as one file is uploaded and accepted, the pack is considered complete and will disappear from view.
