This article applies to:

Product: safesend
Subject: AI
Audiences: Staff

Document request list overview

Manage document request lists generated by Gather or created from templates.

Show all hidden content.

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. The document request list can also be edited after the request is delivered.

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 or add the types of document as needed.

note

CCH® Checklist organizer forms don’t currently generate document request list content.

Organizer forms must contain data to ensure that a document request list line item is generated.

Go to the Request Documents
section during processing.

Select Remove
for each document you don’t need to request.

Select Add Due Date
to assign a due date to the selected item.

Mark the checkbox for one or more items to select the due date option.

Select Add Due Date
.

Select a Due Date
.

Select Save
.

Select Delete All
to remove all requested document types.

Select
Add Documents
to add new document types manually.

Enter a Document Name
.

Select a Category
.

Select Add
to save any changes.

Mark Use a template
to turn off the generated list and use your own template.

Refer to the following Document Request List Templates section for more information.

Document Request List Templates

Templates are pulled from the Settings
: DRL Template
section. These templates can be used instead of the AI-generated document request list.

Access Templates

important

Only System Administrators have access to the Settings
section in Gather.

note

There is a maximum of 20 templates.

Select Settings
in the left panel.

Select DRL Template
.

Templates Dashboard

From the Templates Dashboard, you can edit an existing template or create a new template from scratch.

Type into the Search
bar to search for existing templates.

Select the More
menu to open the existing template options.

Select Edit
to open the template.

Select Rename
to change the template name that appears to internal users.

Select Duplicate
to create a copy of the template.

Select Delete
to delete the existing template.

Select the Filter
icon to filter by type: Individual
or Entity
.

Select Create New Template
to build a template from scratch.

Add a Template

Select Create New Template
.

Enter a template Name
.

Enter a Description
.

note

This description appears to the recipient.

Select an Engagement Category
.

Select Add
to create the template.

Edit a Template

Select the More
menu to open the existing template options.

Select Edit
to open the template.

Select Add Document(s)
.

Enter a Document Name
.

Select a Category
.

Select a Form Type
.

Select Add
.

Select Add Document(s)
to add more documents, or select Save
to save the template.

Apply a Template

Go to the Request Documents
section during processing.

Check the Use a template
checkbox.

Choose a template from the Select Template
dropdown.

Select Remove
for each document you don’t need to request.

Select Delete All
to remove all requested document types, if needed.

Select Add Documents
to add new document types.

Enter a Document Name
.

Select a Category
.

Select Add
to save any changes.

Import Document Request List

This feature is only available for entity requests. Entity organizers are not currently supported, so an AI-generated document request list can't be created. When a document request list CSV is used, uploaded documents won’t be automatically recognized and categorized on the taxpayer side.

After uploading the CSV, you can choose which column corresponds to the Document Name
and which column corresponds to the Document Category
. There are no strict requirements for the CSV template.

Select Import File
to upload a CSV copy of your document request list.

Drag files to this area to upload or select Choose File
.

Select the CSV contains header row
checkbox if necessary.

Select Next
.

Select the column header that corresponds to the Document Names
.

Select Next
.

Select the column header that corresponds to the Document Categories
.

Select Import
.

Edit Document Request List

This feature lets you modify the current document request list for a delivered or archived Gather request.

Go to your Delivered
or Archived
report.

Select the More Action Items (...)
icon.

Select Modify Doc Request
.

Edit as outlined in the Process a Gather request article.

Select Update
to save your changes.

Client Side

Refer to the Client Experience: Gather on Mobile article to review how the process works on a mobile device. Documents can't 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 application 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.

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 can't be previewed.

Upload Documents

Drag and drop the file or select Choose File
to upload.

Upload one or more documents.

Review the Requested Files list.

A green checkmark indicates the requested form was uploaded.

Hover over an uncategorized document to preview, edit, or delete it.

We recommend you use the Edit
feature to categorize the documents before selecting Finish
.

Refer to the following Categorize Documents
section for more information.

Review your upload progress.

Select Save & Close
to continue later or Finish
to mark the upload process as complete.

note

Once confirmed, the client can continue to upload documents.

Categorize Documents

Hover over an uncategorized document.

Select the Edit
icon.

Select a pre-populated document type or Others
to enter your own document type name.

Select 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.

Uploaded source documents must contain data to ensure they are properly recognized and categorized.

W-2

Brokerage Statements

K-1

1099-K

1099-INT

1099-MISC

1099-DIV

Form 1099A

SSA-1099

1099-S

Consolidated 1099

1099-G

1099-Q

1099-SA

1099-B

1098-E

1098T

Form 2439

1098

Forms 5498-SA

W2 G

Schedule C

RRB-1099

Estimated Tax Payments

Closing Statements

Social Security Compensation

Schedule F

IRA Contributions

Unemployment Compensation

Payments on Foreign Assets

Rental Income

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This article applies to:

Document request list overview