🟢Get Started
The following guide will help you get started quickly with Zipwire Collect.
Sign-up
Zipwire uses social logins such as Google and Microsoft accounts. When you sign-in, we'll create a new user account and link it to your social login.
If you're new to Zipwire and you're signing-up via the Zipwire Collect promo page, we'll ask you for your work email, your workplace name and industry, then create a new workplace account. We'll send an email to your work email and, once you've confirmed, we'll drop you on the Create tab of Their docs.
Creating a new collection
If you're not already there, then head for Their docs which is the hub for managing your workplace collection requests.
Workplace relationships
Collections are created by you the requestor and completed by the respondent.
To create a new collection we need to know who your respondent is so we can create a connection between your workplace and this person, which we call a relationship.
When you enter your respondent's details we'll first use the email address you've entered to see if that person is already known to Zipwire. If they are not found in our database, Zipwire will create a new placeholder account for them and send out an invitation via email and also WhatsApp, so long as you provide their mobile number.
If your respondent's email is already known to Zipwire, then we'll just send out the invitation.
In either case, you'll see a new person listed under Our people, a hub which shows all the relationships your workplace has. If you want to collect documents from an existing relationship, you can come here first, find their name and hit Manage to see their profile. Then you can hit the Collect documents button.
It can take a few minutes for new relationships to show up on the Our people hub.
Workplace and relationship documents
If your workplace does not already have a relationship with your target respondent, you can create a new collection on the Create tab within Their docs. In other words,
Go to Their docs and the Create tab.
Enter your respondent's email address and hit Continue. Zipwire will check to see if it knows this email address and if it does, then you'll be taken to the Create tab within the hub for that respondent. If Zipwire does not know the email, then you'll be asked for their name and mobile number, so Zipwire can create a new relationship for them, then you'll be taken to the Create tab as above.
Enter the name of the collection – heed the advice on the page and provide a good, clear name and then hit Create. After a few seconds, you'll be presented with an empty collection.
Enter a clear description of what you are collecting and why. Use this to communicate with your respondent to provide clear instructions.
Use the Add document or Add pack to add a document to the empty collection. You can choose from many different document types, including manual entry forms. Use the Instructions field to communicate with your respondent and articulate a clear description of what document you need and what information you'll expect to be visible on it.
Click Add to add the document to the collection and gain access to further settings for the item.
To add a Pack, repeat the steps above but choose Add Pack, give it a name and click Add. An empty pack item will be added to the collection. You can then hit Edit pack to navigate down into the pack where you can add documents and further packs. Use the Back button at the top to navigate back up and return.
Once open, your respondent will not see these packs in this way. All documents will be "flattened" and presented in a single, long list. See Using Packs.
When you're done adding documents and packs and you're ready to send an invitation to your respondent, click Open. Your respondent will be emailed an invitation, they will also see a notice on their Zipwire dashboard, and if Zipwire knows their mobile number, we'll ping them a link.
Private Collections
You can also open a collection for your workplace to privately collect files. This allows you to track the collection of documents without the respondent knowing. Collections log the time of upload as well as when a document is accepted. In some jurisdictions, holding such records and being able to show them is critical for legal compliance.
Exporting templates
Templates are collection requests that you've stored whilst editing. You can use templates to avoid redefining a collection again and again. You can also choose a previously saved template when adding a pack to a collection. We recommend you familiarise yourself with packs.
Often you'll be collecting the same sets of documents from many people, and those sets are commonly needed for a particular purpose. For example, you may wish to collect the documents to prove a contractor has the proper insurances you need.
You could create a template for this by first creating a new, empty collection named Business Insurance Pack. To do this, you'd first create and define an insurances collection for a respondent, but never actually open and send it, instead exporting the collection as a template, then you'd discard the collection.
The next time you visit the Create tab to create a new collection, you'll be able to pick the Business Insurance Pack template. Let's break this into steps:
Pick a respondent and go to their Create tab. You won't be opening the collection so it doesn't matter who the respondent is, though you may want to choose a colleague just in case you accidentally do open it.
As if creating a new collection, enter the name 'Business Insurance Pack' and click Create.
Add any documents and sub-packs to the empty collection and configure as needed.
Scroll down and click Export and wait for it to finish exporting. You can't see it yet, but you now have a Business Insurance Pack template stored.
Hit Discard collection and hit Save to actually discard it.
Back on the Create tab for the respondent, you'll see a template picker control where you can now choose the new template and hit Create to create it.
Alternatively, you can create a new, empty collection and when you add a pack, you can choose this template.
At the time of writing there is no support for removing exported templates. We are working on an interface through which you can manage your templates. In the meantime, please contact support and we can remove it from our end.
That's it. If you have any trouble, please reach out to our support team.
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