One request for everyone. Tracking for each one.
Launch a collection with dozens or hundreds of recipients. Each person answers in their own space, and you track the progress of the whole campaign from a single view.
- Recipient 1Documents validated
- Recipient 2To validate
- Recipient 3Answered
- Recipient 4Opened
- Recipient 5Not opened yet
And the next ones, up to thousands
Home insurance certificates 2027
- Validated45.8%
- Answered29.2%
- Pending25%
Recipients48
- Rachid Benhamourachid.benhamou@example.comSent
- Céline Lucasceline.lucas@example.comSent
- Arnaud Giraudarnaud.giraud@example.comSent
- Océane Fabreoceane.fabre@example.comSent
- Pierre Martinezpierre.martinez@example.comSent
Reminders
Home insurance certificate (48)
RecurringFormActiveEvery Monday at 09:00, from October 19 to November 4, 2026
Last reminder Monday, October 19, 2026 at 09:00
Home insurance certificate (48)
One-offFormActiveOnce, on Sunday, November 1, 2026 at 09:00
Pending
01The launch
Four steps, however many recipients you have.
- Step 01
Choose the recipients
From your contact lists, filtered by their attributes. A CSV file is imported into your contacts first.
- Step 02
Prepare the request
The message, the expected documents, the forms, and the deadline.
- Step 03
Launch
Each recipient receives their invitation and opens their space, with no password to create.
- Step 04
Track
The dashboard shows each person's progress, and reminders go out on their own.
Add recipients
- Julie Moreaujulie.moreau@example.comLes TilleulsT3
- Rachid Benhamourachid.benhamou@example.comLes TilleulsT2
- Céline Lucasceline.lucas@example.comLes TilleulsT4
The following year, you start again from the same campaign.
Duplicate the campaign: recipients, requests, forms and reminders carry over. You adjust the dates, then send it.
Create from campaign
Select the campaign to reuse, then name the new draft.
Choose what the new campaign should carry over. Documents are never duplicated, and the dates are replayed from today.
- RecipientsThe recipients and their groups.
- Forms and requestsThe campaign forms and requests.
- Reminders and automationsThe reminder and automation settings.
- ManagersThe campaign managers.
02For everyone, for each one
What you prepare once, what each person receives.
What you send to everyone
A single request
- The message and the expected documents, with their format and deadline.
- Shared documents, such as instructions or specifications.
- Scheduled reminders, which stop for those who have answered.
- A new message, sent to everyone while the campaign is running.
What each person receives
Their own space
- Access with a link or a code, with no password to create.
- Their own files: a statement, a contract, or a certificate to sign.
- The list of what they still need to provide, and what they need to correct.
- Other recipients have no access to their space.
Electronic signatures
Lease amendments 2027 · Documents to sign
- Rachid BenhamouAmendment - Rachid Benhamou.pdfSigned
- Céline LucasAmendment - Céline Lucas.pdfSigned
- Arnaud GiraudAmendment - Arnaud Giraud.pdfPending
- Océane FabreAmendment - Océane Fabre.pdfPending
03Tracking
The whole campaign, from a single view.
The dashboard gives the campaign's open, answer, and validation rates, and you can add a view by recipient, by request, or by form. You see where things stand overall without opening each space.
- Opened
- Who opened their space.
- Answered
- Who started answering: an upload, a form, a message, or a signature.
- Validated
- The spaces where every request and every form is validated.
- Volume
- Hundreds or thousands of recipients per campaign.
How many hours would your next campaign take by hand?
Enter your recipients, the documents you expect, and your usual reminders. The calculator compares it with the same campaign in Nestor, task by task.
04In practice
A KYC update, client by client.
Every year, a bank or an insurer asks part of its clients for their documents again. With a campaign, the request goes out once. Each client uploads their documents in their space, and the compliance team validates each document or sends it back with a reason.
Your teams check the documents received, then validate them or send them back with a reason.
It was a paper process, heavy and with no added value (...) Today, it is digital, secure, and tracked. (...) I can see whether the other person opened it, answered, or completed the information.
05Frequently asked questions
Frequently asked questions
How many recipients can a campaign have?
There is no limit per campaign: hundreds or thousands of recipients. The number of active spaces depends on your plan.
Do recipients see the other participants?
No, by default: each recipient accesses their own space. If you group several people, for example the partners of one company, they share a space and see all of it.
Can I send different documents to each recipient?
Yes. In addition to the shared documents, each recipient can receive their own files in their space, and sign their own document.
Can I add recipients after the launch?
Yes. You can add recipients or send a new message to everyone without recreating the campaign.
A document collection campaign to prepare?
Tell us who you need to chase and which documents you expect: we will show you the matching campaign.
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- No account to create for the people you work with