What this covers: Every request in Gatheroo has its own settings that control how it behaves - who c ...
How To Guides
July 12, 2026 |
Laetitia Boden
What this does: When a client submits a request, you can download all their uploaded files as a sing ...
July 12, 2026 |
Laetitia Boden
What this does: The Template Library is a collection of pre-built request templates provided by Gath ...
July 12, 2026 |
Laetitia Boden
What this covers: The Dashboard is the first screen you see when you log in to Gatheroo. It gives Ac ...
July 12, 2026 |
Laetitia Boden
What this covers: The Requests dashboard is where you manage all your requests - draft, active, comp ...
July 12, 2026 |
Laetitia Boden
What this covers: SMS reminders are an additional way to nudge clients to complete their requests. I ...
July 12, 2026 |
Laetitia Boden
What this field does: The Email field collects an email address from clients with built-in format va ...
July 12, 2026 |
Laetitia Boden
What this covers: If you've been added to a Gatheroo account by your organisation, this guide explai ...
July 12, 2026 |
Laetitia Boden
What this does: Connecting OneDrive to Gatheroo lets you automatically save client-submitted files d ...
July 12, 2026 |
Laetitia Boden
What this does: Connecting Google Drive to Gatheroo lets you automatically save client-submitted fil ...
July 12, 2026 |
Laetitia Boden
This guide walks you through opening your Gatheroo request and finding your way around it. Opening ...
July 12, 2026 |
Laetitia Boden
If your request includes a file upload field, your service provider is asking you to attach one or m ...
July 12, 2026 |
Laetitia Boden
Some Gatheroo requests include a signature field - for example, to confirm you've read and agreed to ...
July 12, 2026 |
Laetitia Boden
Your service provider is using Gatheroo because it's more secure than sharing documents by email. Th ...
July 12, 2026 |
Matt
What this does: Companies let you group contacts under a single business record. This is useful for ...
July 12, 2026 |
Laetitia Boden
What this does: Dynamic fields are placeholders that automatically insert real information like a cl ...
July 12, 2026 |
Matt
What this does: If you use Xero, MYOB, or QuickBooks, you can export a list of uncoded transactions ...
July 12, 2026 |
Laetitia Boden
What this does: If you've shared a request link manually - for example, by copying the link and past ...
July 12, 2026 |
Matt
What this covers: You can upgrade or change your Gatheroo subscription plan at any time from within ...
July 12, 2026 |
Matt
What this covers: The Billing section shows your current plan, payment method and invoice history. O ...
July 12, 2026 |
Matt
What this does: The Company Details section in Global Settings is where Account Owners set up the bu ...
July 12, 2026 |
Matt
What this does: If you've forgotten your Gatheroo password, you can reset it from the login screen w ...
July 12, 2026 |
Laetitia Boden
What this does: Two-Factor Authentication (2FA) adds a second step to the Gatheroo login process. A ...
July 12, 2026 |
Matt
What this does: By default, Gatheroo sends request and reminder emails from a Gatheroo address. You ...