Quick Start
Get started with Gatherly in 5 minutes.
Quick Start Guide
This guide will walk you through the core features of Gatherly so you can start collecting documents from clients right away.
Navigate the Dashboard
After signing in, you'll land on the Dashboard.
Dashboard shows you:
- Recent Activity - Latest updates on your Document Requests
- Pending Requests - Requests waiting for client response
- Quick Actions - Shortcuts to common tasks
Explore Templates
Templates are reusable Document Request definitions that specify what documents and information you need to collect.
Go to Templates to see your templates, or browse the Template Library.
View Your Clients
Clients are the people you send Document Requests to.
Go to Clients to manage your clients.
Create a Document Request
A Document Request is what you send to a client to collect documents.
Your client will receive an email with a Secure Link to complete the request.
Go to New Intake to create your first request.
Track Progress
Once a request is sent, you can track its progress:
| Status | Description |
|---|---|
| Pending | Waiting for client to start |
| In Progress | Client has started but not finished |
| Completed | All documents submitted |
| Approved | You've reviewed and approved the submission |