Usage Guides

Quick Reference Guides

• Settings: DRL Template
• Document Request List Overview
• Default Download Options for Gather Requests
• Placing Checkboxes and Radio Buttons

Send Gather Requests

• Processing a Gather request
• Gather Requests In-Process

Delivered Gather Requests

• Unlocking a Gather Request for a Client
• Downloading Multiple Files at Once
• Review Progress
• Delivered Gather Report Overview
• Delivered and Archived Gather Statuses

Client Guides

• Client Experience: Gather on Mobile
• [Video] Gather Client Experience
• Gather Client Experience

Batch Gather Requests

• Uploading 1040 Batch Gather Requests
• [Video] Entity Batch Gather Requests
• [Video] 1040 Batch Gather Requests
• Uploading Entity Batch Gather Requests
• Batch Processing .CSV Template