This guide walks you through opening your Gatheroo request and finding your way around it. Opening ...
Resources / How-to guides
Step-by-step instructions for building requests, managing your team and getting the most out of Gatheroo. Written by the people who build the product.
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This guide walks you through opening your Gatheroo request and finding your way around it. Opening ...
If your request includes a file upload field, your service provider is asking you to attach one or m ...
Some Gatheroo requests include a signature field - for example, to confirm you've read and agreed to ...
Your service provider is using Gatheroo because it's more secure than sharing documents by email. Th ...
What this does: Companies let you group contacts under a single business record. This is useful for ...
What this does: If you use Xero, MYOB, or QuickBooks, you can export a list of uncoded transactions ...
What this does: If you've shared a request link manually - for example, by copying the link and past ...
What this covers: You can upgrade or change your Gatheroo subscription plan at any time from within ...
What this covers: The Billing section shows your current plan, payment method and invoice history. O ...
What this does: The Company Details section in Global Settings is where Account Owners set up the bu ...
What this does: If you've forgotten your Gatheroo password, you can reset it from the login screen w ...
What this does: Two-Factor Authentication (2FA) adds a second step to the Gatheroo login process. A ...