Gatherly Docs
Features

Clients

Managing your client database in Gatherly.

Clients

Clients are the external parties you send Document Requests to for document collection. Gatherly provides comprehensive client management with contact tracking, activity history, and secure portal access.

Clients Add New

Client Records

Each client record stores:

FieldDescription
EmailRequired - used for sending requests and notifications
Full NameFirst and last name
PhoneOptional contact number
CompanyOptional organization name
NotesCustom notes and descriptions
TagsCustom metadata for organizing clients

Managing Clients

Adding Clients

1
Navigate to Clients in the sidebar
2
Click Add Client
3
Fill in the client details
4
Click Save

You can also add clients directly when creating a Document Request.

Editing Clients

1
Click on any client to view their profile
2
Click Edit to modify details
3
Save your changes

All changes are logged in the audit trail.

Archiving Clients

Archive clients you no longer work with to keep your list organized:

1
Open the client profile
2
Click Archive

Archived clients can be restored at any time and their request history is preserved.

Client Portal Access

Clients access their Document Requests through a passwordless portal using Secure Links:

No registration required

Clients don't need to create an account

Secure access

Each Secure Link is unique and time-limited

Session management

Links expire based on your organization settings (default: 7 days)

See Secure Links for more details.

Client Activity

Track all client interactions:

ActivityDescription
Request historyAll Document Requests sent to the client
Document uploadsFiles submitted by the client
Portal accessWhen the client last accessed their portal
Signature historyDocuments signed by the client

Bulk Import

Import multiple clients at once:

  1. Go to Clients
  2. Click Import
  3. Upload a CSV file with columns: name, email, company, phone
  4. Map the columns to client fields
  5. Review and confirm

Export

Export your client list to CSV:

  1. Go to Clients
  2. Click Export
  3. Choose export format (CSV)

Useful for backup or migrating to other systems.

Search and Filter

Find clients quickly:

  • Search by name, email, or company
  • Filter by tags or status (active/archived)
  • Sort by name, date added, or last activity

Features

Detailed reference for all Gatherly platform features.

Templates

Create and manage reusable Document Request templates.

On this page

ClientsClient RecordsManaging ClientsAdding ClientsEditing ClientsArchiving ClientsClient Portal AccessClient ActivityBulk ImportExportSearch and Filter