Settings: Gather Template

In this section, you can create multiple Gather templates for different client types. These templates determine what items are and are not included in the Gather request and is selected when you start a new Gather request. 

Please note:

Only System Administrators have access to the Settings section.

There is a limit of 10 templates in total. 

1. Click Settings.

2. Click Gather Template. 

Gather Template(s) Dashboard

Here you can select to edit an existing template or create a new template from scratch. 

1. Select the More menu to open the existing template options. 
   • Select Edit to open the questionnaire template. 
   • Select Duplicate to duplicate the template and edit it.
   • Select Delete to delete the existing template. 
2. Click Create New Template to build a template from scratch. 

Add New Template

1. Select Create New Template.
2. Enter the Name of the new template. 
3. Enter a Description of the new template.
4. Select Task Options for the template.
   • Sign Document(s) allows you to include documents to be e-signed. 
   • Ask Custom Questions allows you to include custom questions and select a default template. 
   • Send Fillable Gather sends the fillable organizer to the client. 
   • Request Documents allows you to include a document request list and select a default template. 
5. Click Add. 

Apply Template 

1. Navigate to the Send section. 
2. Click New Gather. 
3. Select a Template to apply. 
4. Click Get Started to begin processing.