The file upload field lets you request documents, images, and other files directly from your clients within a Gatheroo request, securely and in one place.
What is the File Upload Field?
The file upload field in Gatheroo adds an upload prompt to your request.
Your end client can drag and drop files, or browse their device to select them.
Uploaded files are stored securely in your Gatheroo account against that request.
When to Use a File Upload Field
Use the file upload field whenever you need a client to provide a document or file.
Common examples include:
- Identity documents (passport, driver’s licence)
- Business registration certificates
- Tax returns or financial statements
- Signed agreements or contracts
- Photos or images
- Any supporting documentation
How to Add a File Upload Field to Your Request
- In the Request Builder (Step 2), navigate to the section where you want the field
- Click the + (Add Field) button
- In the field type dropdown, select File Upload
- Enter a clear label in the Field Name box (e.g. “Proof of Identity”)
- Optionally add instructions describing what file format or version is required
- Click Save
File Upload Field Settings
- Mandatory: require the client to upload a file before submitting
- Repeatable: allow the client to upload multiple files in response to one prompt
- Conditional Logic: show this upload prompt only when a specific Single Select answer has been given
Frequently Asked Questions
What is a file upload field in Gatheroo?
A file upload field in Gatheroo is a prompt that allows end clients to upload documents, images, or other files directly within a request.
Uploaded files are stored securely in your Gatheroo account.
What file types can clients upload in Gatheroo?
Gatheroo accepts a wide range of file types including PDFs, Word documents, images (JPG, PNG), and more.
Clients can drag and drop or browse to select their files.
Can I require a client to upload a file before they can submit?
Yes. Enable the Mandatory setting on the file upload field to require the client to provide a file before they can submit that section of the request.
Can a client upload more than one file to a single file upload field?
Yes, enable the Repeatable setting to allow clients to add multiple file uploads in response to a single prompt.
How do I ask clients to upload documents securely?
The safest way is to use a dedicated client intake or document collection tool that has built-in file upload fields.
This avoids sending files over email and keeps everything organised in one place.
In Gatheroo, the File Upload field lets clients attach documents directly to their request, securely and without needing to email anything.
Can I collect ID documents or sensitive files from clients online?
Yes, using a secure file upload field in a client portal is a safe way to collect sensitive documents like ID, contracts, or financial records.
Look for platforms that use encryption in transit and at rest.
Gatheroo’s File Upload field supports this and keeps files attached to the specific client request for easy access.