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Onboarding service

Don't have time to set Content Snare up yourself? Our team can convert your existing forms, import data and get you up and running in record time.

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Knowledge Base Categories

  • Approving, Rejecting & Comments
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Account & Billing

Information about accessing your account, managing your account,  and changing plans.
  • Logging in

    Click the Login button in the upper-right corner of our website or go directly to the login page. Enter your...
  • Setting up two-factor authentication

    Two-factor authentication (2FA) adds a layer of security to your account. In addition to logging in with your email and...
  • Managing files and storage

    Content Snare allows you to view and manage the files that clients have uploaded to your requests. To do that,...
  • Choosing or changing plans

    Content Snare has a few pricing plans for individual users and teams. It allows you to choose a plan that...
  • Canceling your account

    You can easily cancel your Content Snare account anytime. Should you wish to do so, click the avatar in the...
  • Invoices & billing history

    Follow these steps to view your billing history and/or download invoices: A customer portal will appear from which you can...
Templates
  • Blog
  • Form Templates
  • New Accounting Client Checklist
  • Bookkeeping Client Intake Form
  • Web Design Questionnaire
  • Logo Questionnaire
  • Real Estate Questionnaire
  • Client Onboarding Questionnaire
  • Merchant Onboarding Form
Uses
  • Document Collection Software
  • Request Files From Clients
  • Client Onboarding Software
  • Client Portal Software
  • Collect Information
  • Accounting Client Portal
  • Data Collection Tools
  • Gather Website Content
  • Client Intake Forms
  • Gather Content Alternative
  • FileInvite Alternative
  • Sharefile Alternative
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