Requests

Learn how to keep your recipients’ information secure by enabling passcode protection on your requ ...

Requests are at the core of Gatheroo. A request is a structured, secure portal you build and send to ...

What this does: Secure Access lets you add an extra layer of protection to a specific request. When ...

What this field does: The List field lets clients enter multiple rows of information in a structured ...

What this field does: The Single Select field presents clients with a list of options and asks them ...

What this field does: The Date field collects a single date from clients using a date picker. Use it ...

What this field does: The Date Range field collects a start date and an end date from clients in a s ...

What this does: The Signature field lets you collect legally-recorded signatures from one or more co ...

What this field does: The Text Description field is a read-only block of text that appears within a ...

What this does: The Mandatory setting forces a client to complete a specific field/question before t ...

What this does: Field Encryption adds end-to-end encryption to individual fields in a request. When ...

What this does: For Multi-Choice and Single Select fields, you can choose whether the options are di ...

What this covers: Field settings let you control how each field in your request behaves - whether it ...

What this covers: Every request in Gatheroo has its own settings that control how it behaves - who c ...

What this covers: The Requests dashboard is where you manage all your requests - draft, active, comp ...

What this field does: The Email field collects an email address from clients with built-in format va ...

What this field does: The Single Line of Text field collects a short, single-line response from clie ...

What this does: A request is the core unit of work in Gatheroo - it's a form you build, send to a cl ...

What this does: In the Request Builder, you can drag and drop fields, sections, and pages to reorder ...

What this does: If you use Xero, MYOB, or QuickBooks, you can export a list of uncoded transactions ...

What this does: Schedule Send lets you prepare a request and set a specific date and time for it to ...

What this does: Bulk Actions let you archive, delete or restore multiple requests at once, rather th ...