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This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff

Configure Gather templates

You can create multiple Gather templates for different client types in this section.
Templates determine what items are included in the Gather request and are selected when you start a new Gather request.
note
  • Only system administrators can access the
    Settings
     section.
  • You can create a maximum of 10 templates in total.
To access Gather templates:
  1. Select
    Settings
    .
  2. Select
    Gather Template
    .
Gather Templates Dashboard
From this page, you can edit an existing template or create a new template from scratch.
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.
Select
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)
      : Includes documents for e-signing.
    • Ask Custom Questions
      : Includes custom questions and lets you select a default template.
    • Send Fillable Gather
      : Sends the fillable organizer to the client.
    • Request Documents
      : Includes a document request list and lets you select a default template.
  5. Select the
    Template
     if necessary.
  6. Drag and drop the selected tasks to reorder them for the taxpayer.
  7. Select
    Add
    .
Apply template
  1. Go to the
    Send
     section.
  2. Select
    New Gather
    .
  3. Select a
    Template
     to apply.
  4. Select
    Get Started
     to begin processing.

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