Document Collection

About Document Collection

The Document Collection node is used to request documents from the end user inside a workflow.

It is the workflow step where an existing collection is selected and shown to the user. The selected collection defines which documents are requested, while the node defines where that request appears in the workflow and what happens after the submission step is completed.

A collection must already exist before it can be selected in this node.

How Document Collection works

When the workflow reaches this node, the user is asked to submit the documents defined in the selected collection.

The node does not define the document requirements itself. Those are configured inside the collection. The node is used to place that collection into the workflow and connect it to the next steps.

This means:

the collection defines which documents are requested
the Document Collection node defines where that request happens in the workflow
the workflow defines what happens before and after the document submission step

When documents are submitted, they may undergo validation checks (such as fraud detection or OCR processing) depending on how the collection is configured. If validation fails and the collection is set to request resubmission, the user receives a prompt to upload a replacement document. Documents are marked as complete only after all validation checks pass (if enabled).

Settings

The node currently includes the following settings:

Node Name
Description
Select Collection
Collection Timeout

Output Paths

The node includes the following output paths:

Submitted
Timeout

The workflow will route through Submitted if documents are submitted before the timeout expires. If the timeout is reached before submission, the workflow routes through Timeout instead.

Reusing Collections in Workflows

The same collection can be reused across multiple workflows.

A single workflow can also contain more than one Document Collection node if additional document submission steps are needed later in the flow. This makes it possible to request different document sets at different stages of the same workflow.

Learn More

To read more about creating and configuring collections, see:

Collections – Overview
Create a collection
Configure documents
Advanced document options and rules