Document Request List Overview

Gather generates Document Request Lists based on the content of the uploaded organizer. These generated lists can be edited during processing or a template can be used instead. 

On the client side, the Document Request List is displayed. Gather AI attempts to recognize documents uploaded by the client. 

AI-Generated Document Request List

Document types appear here that were automatically generated from the organizer. We recommend you look over the list and remove/add the document types as needed.

1. Navigate to the Request Documents section during processing.
2. Click Remove for each document you do not need to request.
3. Click Delete All to remove all requested document types. 
4. Click Add Documents to manually add new document types. 
   • Enter a Document Name. 
   • Select a Category. 
   • Click Add to save any changes. 
5. Check Use a template to disable the generated list and use your own template. 
   • See the Document Request List Templates section below for more information. 

Document Request List Templates

Templates are pulled from the Exchange Request Templates. These can be used instead of the AI-generated document request list. 

Create Template

Please note:

Only System Administrators will have access to the Settings section in Exchange.

See our Exchange Settings Overview article for information about editing existing templates and adding categories. 

1. Navigate to Exchange.
2. Click Settings. 
3. Click Document Request. 
4. Click Add Template. 
5. Add Template Name.
6. Add Description.
   • This description will appear to the recipient. 
7. Add Tax Year and Due Date.
8. Click Add Documents to add more document types to the template. 
9. Select a Category from the drop-down.
10. Enter a Document Name.
11. Enter a Description (optional). 
12. Click Create to save the template. 

Apply Template 

1. Navigate to the Request Documents section during processing.
2. Check the Use a template box. 
3. Choose a template from the Select Template drop-down. 
4. Click Remove for each document you do not need to request.
5. Click Delete All to remove all requested document types. 
6. Click Add Documents to manually add new document types. 
   • Enter a Document Name. 
   • Select a Category. 
   • Click Add to save any changes. 

Client Side

Please see the Client Experience: Gather on Mobile article to see how the process looks on a mobile device. Documents cannot be manually categorized from a mobile device. 

These actions can be performed during the Upload step of the Client Experience. 

A list of requested files is displayed to help you determine what documents are needed. After the documents are uploaded, our Gather AI software recognizes and categorizes many of the documents. It may take a few minutes for the process to complete. Uncategorized documents can be assigned to a line item request by you. 

Please note:

• The following file types can be uploaded: .pdf, .doc, .xls, .txt, .png and .jpeg files.
  • Only .pdf and image files go through document recognition with Gather AI.
• File names must be 200 characters or less. 
• Encrypted or password-protected documents should not be uploaded and cannot be previewed. 

Upload Documents

1. Drag/drop into the box OR click Choose File to upload.
   • Upload one or more documents. 
2. Review Requested Files list. 
   • A green checkmark is added to indicate the requested form was uploaded. 
3. Hover over an uncategorized document to preview, edit or delete it.
   • We recommend you use the Edit feature to categorize the documents before clicking Finish.
   • See the Categorize Documents section below for more information.
4. Review your upload progress. 
5. Click Save & Close to continue later OR
6. Click Finish to mark the upload process as complete. 
   • Once confirmed, you are not able to upload additional documents. 

Categorize Documents

1. Hover over an uncategorized document. 
2. Click the Edit icon. 
3. Select a pre-populated document type OR
4. Click Others to enter your own document type name. 
5. Click Update to categorize the document. 

Recognized Document Types

The following document types are recognized by Gather when uploaded by the client and may be generated in the document request list depending on the content of the organizer. We plan to add more document types in the future. 

Please note:

CCH® Checklist organizer forms do not currently generate document request list content. 

W-2	Brokerage Statements
K-1	1098-C
1099-INT	1099-K
1099-DIV	1099-MISC
SSA-1099	Form1099A
Consolidated 1099	1099-S
1099-Q	1099-G
1099-B	1099-SA
1098T	1098-E
Form 1098	1098
W2 G	Form 2439
RRB-1099	Forms 5498-SA
Closing statements