Field settings are configurable properties you can apply to individual fields in a Gatheroo request. ...
How To Guides
October 28, 2025 |
Laetitia Boden
How to Archive, Delete and Restore With Bulk Actions Managing multiple requests, contacts, or templ ...
October 23, 2025 |
Laetitia Boden
My Account settings are personal to each team member. Every user on your Gatheroo account can manage ...
October 22, 2025 |
Laetitia Boden
Global Settings control account-wide configuration for your Gatheroo workspace, covering company bra ...
October 14, 2025 |
Laetitia Boden
How to Check and Set Your Account Local Timezone You will need to be an Account Admin to change th ...
October 14, 2025 |
Laetitia Boden
How to Schedule Send Requests in Gatheroo Gatheroo's Schedule Send feature allows you to create and ...
October 13, 2025 |
Laetitia Boden
Activity logs in Gatheroo help you track actions taken on your requests, from when they're published ...
September 12, 2025 |
Laetitia Boden
Save time and create more powerful automations with Gatheroo's new Advanced Template Settings. Th ...
June 4, 2025 |
Matt
Send Emails from Your Own Domain in Gatheroo When you send emails from your own domain (like info@y ...
May 6, 2025 |
Matt
Dynamic Fields help you save time by automatically inserting key information (like names, dates, or ...
November 14, 2024 |
Matt
How to Create a Gatheroo Request for Documents for Uncoded Transactions from a Xero, MYOB or QuickBo ...
June 18, 2024 |
Laetitia Boden
Sometimes, you'll want to send the link to your client in another email. You can do this easily b ...
June 9, 2024 |
Matt
Accessing Plan Options Navigate to Billing Settings: Log into your Gatheroo account, go to the ...
June 9, 2024 |
Matt
Accessing the Billing Dashboard Navigate to Billing: Log into your Gatheroo account. Go to the ...
June 9, 2024 |
Matt
Accessing Global Settings Navigate to Global Settings: Log into your Gatheroo account and find ...
June 9, 2024 |
Matt
Resetting Your Password from the Dashboard When You Know Your Current Password: Accessing Sett ...
June 9, 2024 |
Matt
Steps to Enable 2FA Accessing Settings: Log in to your Gatheroo account. Navigate to the 'My Ac ...
June 9, 2024 |
Matt
Setting Up Your Own Email Address Accessing Settings: Log in to your Gatheroo account. Navigate ...
June 8, 2024 |
Matt
Adding a New Company Create New Company: Click the '+ New Company' button on the Companies dash ...
June 8, 2024 |
Matt
Accessing the Companies Dashboard Navigate to Companies: Click on the 'Companies' tab in your G ...
June 8, 2024 |
Matt
Accessing and Navigating the Comments Dashboard Open the Comments Dashboard: Navigate to the 'C ...
June 8, 2024 |
Matt
Accessing Design and Preview UI Choose a Template: Open a template or create a new one and ente ...
June 8, 2024 |
Matt
Creating a New Template Access Templates: Log into your Gatheroo dashboard and navigate to the ...
June 8, 2024 |
Matt
Creating Request Projects from Templates Start from the Dashboard: Go to the Requests Dashboard ...