Drag-and-Drop Request Builder
Build any collection — text, file uploads, images, date pickers. Group into sections. Enforce file format rules per field. No code.
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REQUESTS · DOCUMENT COLLECTION
Stop Chasing People for Information, Documents and Files
Send structured requests to any number of recipients — clients, speakers, employees, students, vendors, or patients. Set a deadline. GatherMonk chases them automatically. When everything is in, you've approved it all — without a single follow-up email.
Automated Reminders
Field-by-Field Approval
Progress Dashboard
No Login Required
Export & Download
✓ 14-day free trial
✓ No credit card
✓ Set up in 10 minutes
25+
industries
served
served
1,000+
ready-made
templates
templates
10 min
avg. setup to
first request sent
first request sent
80%
fewer manual
follow-up emails
follow-up emails
SOUND FAMILIAR?
Getting Documents From Clients Shouldn't Take Weeks
BUILD IT YOUR WAY
Design Any Request in Minutes — No Technical Skills Needed
Drag and drop any field type into your request — text answers, file uploads, image areas, date pickers, multiple choice. Group into named sections. Set file format and size rules per upload area. No code, no developer.
- Unlimited questions and file upload areas per request
- File type and dimension rules enforced at upload — wrong format rejected before it reaches you
- Organise into named sections — long requests feel clear and manageable for clients
- Add per-field instructions — clients know exactly what to submit and why
- Save as a reusable template — set up once, reuse for every similar request
AUTOMATED REMINDERS
Set Your Reminder Schedule Once. Never Chase Again.
Configure a reminder sequence once — a friendly nudge on Day 3, a progress check on Day 7, an urgent notice before the deadline. GatherMonk sends every reminder automatically, personalised with the client's name, completion percentage, and outstanding items.
Teams report saving 12+ hours per month previously spent writing manual follow-up emails — replaced entirely by automated sequences.
- Unlimited reminder steps — as many as your deadline pressure requires
- Schedule by days after invite, days before deadline, or a fixed date
- Smart suppression — submitted clients removed from all reminders instantly
- Custom email copy per step — gentle early, escalating as deadline approaches
FIELD-BY-FIELD APPROVAL
Approve What's Right. Reject Only What's Not.
When a client submits, you review each item individually — not the whole submission at once. Approve what's correct. Reject only what needs fixing, with a comment explaining exactly what to change. The client fixes only those items and resubmits. Approved items are locked permanently.
- Review each field and file upload independently — no all-or-nothing decisions
- Reject with a specific comment — clients fix the right item, not everything
- Approved items locked permanently — cannot be overwritten after confirmation
- Full audit trail — every approval and rejection timestamped and recorded
REAL-TIME VISIBILITY
Know Where Every Client Stands — Without Opening a Single Email
See every recipient's submission status, last activity, responses received, and items outstanding — across all your requests — in one dashboard. No spreadsheet. No inbox hunting. No manual checking.
- Per-client status: total invitations sent, responses received, items approved
- At-risk clients visible before the deadline — not discovered on the day
- Instant notification the moment a client submits or review is needed
- Full submission history — every file, every answer, every timestamp, permanently logged
COMMENTS & EXPORT
Clarify, Comment, and Download — All Inside GatherMonk
Every submission has a built-in comment thread. You leave a comment on a field — the submitter sees it, responds, and can resubmit. Back and forth stays attached to the submission, not buried in a separate email. When everything's done, export with one click.
- Per-field comment thread — reviewer and submitter exchange messages in context
- Submitter sees reviewer comments and can respond or resubmit directly
- Export a full PDF submission report plus all uploaded files in one zip download
- Every export includes a complete submission log with timestamps
WHY SWITCH?
GatherMonk Requests vs the Way You Do It Now
Most teams collecting documents today use email, Google Forms, or both. Here's what changes when you use Requests instead.
Requests vs Email (Gmail / Outlook)
| Capability | GatherMonk Requests | |
|---|---|---|
| Follow-up reminders | Manual — written each time | ✓ Automated sequences |
| Know who's submitted | Check inbox + spreadsheet | ✓ Live dashboard |
| File format enforcement | Wrong format arrives anyway | ✓ Rejected at upload |
| Files in one place | Scattered across threads | ✓ Centralised per client |
| Approve / reject submissions | Reply by email | ✓ Field-by-field in dashboard |
| Full audit trail | Email history only | ✓ Every decision timestamped |
Requests vs Google Forms
| Capability | Google Forms | GatherMonk Requests |
|---|---|---|
| Automated follow-up reminders | ✕ None | ✓ Unlimited steps |
| Track who submitted | Aggregate only | ✓ Per-recipient, real time |
| Approve / reject per field | ✕ Not available | ✓ Field-by-field workflow |
| Personalised per recipient | Same form for everyone | ✓ Unique tracked link |
| File format enforcement | No enforcement | ✓ Rejected at upload |
| PDF + files export | Manual only | ✓ One-click per submission |
EVERYTHING INCLUDED
Core Features of GatherMonk Requests
Eight core capabilities included on every plan. No extra configuration needed — all of this is ready from day one.
Automated Reminder Sequences
Unlimited steps. Custom schedule. Personalised per recipient. Smart suppression stops reminders the instant they submit.
Learn more →Field-by-Field Approval Workflow
Approve correct items, reject specific ones with a comment. Clients fix only what's rejected. Approved items locked permanently.
Learn more →Real-Time Progress Dashboard
Every recipient's status, last activity, and submission progress in one view. Filter by status. No spreadsheet required.
Learn more →Unlimited Recipients
Send to 1 client or 500 — each gets their own personalised, tracked submission link. No caps, no per-recipient fees.
Learn more →Reusable Templates
Save any request — all fields, sections, file rules, and reminders — as a template. Load it next time and send in seconds.
Learn more →PDF Export & File Download
Export any request in one click — full PDF submission report plus all uploaded files in a single zip. Everything bundled, every time.
Learn more →Secure & GDPR Compliant
All data encrypted at rest and in transit. Hosted on AWS. Fully GDPR compliant. You own your data — export or delete anytime.
Learn more →
THE IMPACT
What Teams Experience After Switching
Real outcomes from teams using GatherMonk Requests to replace email-based document collection.
12+ hrs
Saved per month on
manual follow-up emails
manual follow-up emails
Days → hours
Time to complete
a full client collection
a full client collection
10 min
Average setup time to
send your first request
send your first request
0 emails
Manual chase emails written
once reminders are configured
once reminders are configured
HOW IT WORKS
The Request Workflow — From Setup to Collected
Set up your first request in under 10 minutes. From there, GatherMonk runs the entire collection workflow automatically.
1
🛠️
Build Request
Drag-and-drop fields. Set file rules. Save as template.
2
📤
Send to Recipients
Each person gets a unique personalised link. No login needed.
3
⏰
Auto-Reminders Fire
Personalised follow-ups on your schedule. Stop on submission.
4
📊
Track Progress
Live dashboard — who's submitted, who's pending, who's at risk.
5
✅
Review & Approve
Approve or reject field by field. Comment. Client resubmits only what's rejected.
6
📥
Download & Done
One-click export — PDF report + all files zipped.
✓Clients never need to create an account
✓Wrong file formats rejected at upload automatically
✓Approved items locked — can't be overwritten
✓Full audit trail on every decision
WHO USES GATHERMONK REQUESTS
Built for Any Team That Collects Documents From People
GatherMonk Requests is used across 25+ industries — anywhere a team needs documents, files, or information from clients, vendors, staff, or partners on a deadline.
🎪 Events & Conferences
⚖️ Legal Services
🧮 Accounting & Finance
👥 HR & Recruitment
📦 Procurement & Compliance
✏️ Digital Agencies
🏠 Real Estate
🏗️ Construction
🏥 Healthcare & Clinics
🎓 Higher Education
🏫 K-12 Schools
🛡️ Insurance
🏦 Mortgage Brokers
🎯 Staffing Agencies
💼 Consulting
🏭 Manufacturing
🛒 Retail & E-Commerce
🤝 Charities & Non-Profits
💻 IT & MSP
💊 Pharmaceutical
✈️ Travel Agencies
🌐 Virtual Events
🏨 Hospitality
🏛️ Government & Public Sector
📚 Training & Education
🎪 Events & Conferences
What gets collected
- →Speaker bio + headshot (min 1200×1200px)
- →Session title, abstract, AV requirements
- →Exhibitor: logo, booth requirements, staff list
- →Sponsor: logos, brand guidelines, signed agreement
- →Liability insurance certificate (PDF)
⚖️ Legal & Professional Services
What gets collected
- →Proof of identity + proof of address
- →Source of funds declaration
- →Company registration certificate
- →Signed engagement letter
- →Tax return docs: P60, bank statements, receipts
👥 HR & People Teams
What gets collected
- →Proof of identity + right-to-work document
- →Bank account details
- →Emergency contact information
- →Signed employment agreement
- →Policy acknowledgements (data, conduct, remote)
Don't see your industry? Browse all 1,000+ templates →
FREQUENTLY ASKED QUESTIONS
Common Questions About GatherMonk Requests
What is a Request and how is it different from a form? +
A Request is a structured collection task you send to a specific named person. It defines exactly what you need — documents, answers, files — tracks whether each item has been submitted and approved, and fires automated reminders until complete. Unlike a form, a Request is tied to a named recipient, has a deadline, and supports a full approval and rejection workflow per field. You can see exactly who has and hasn't submitted at any time.
What is the difference between GatherMonk Requests and the Client Portal? +
The Request is the collection tool — you send a structured task to a client, they receive a link by email, and submit directly. The Client Portal is a permanent branded workspace where clients log in once and see all their outstanding requests in one organised place. You can use Requests on their own, or add the Client Portal for repeat clients who benefit from one central login. See the Client Portal page for more.
Do my clients need to create an account or remember a password? +
No. Clients receive a unique link by email and click it to open their submission directly — no account creation, no password, no app download. They fill in their answers, upload files, and submit in one session. Zero friction means higher completion rates.
How do the automated reminders work? +
You configure a reminder sequence when setting up the request — for example, a friendly nudge on Day 3, a progress check on Day 7 showing their completion percentage, and an urgent notice before the deadline. GatherMonk sends each one automatically, personalised with the recipient's name, their outstanding items, and the deadline. The moment someone submits, they are removed from all further reminders instantly. There is no limit on how many steps you add.
Can I collect both text answers and file uploads in the same request? +
Yes. A single request can contain any combination of text fields, long-form answers, multiple choice, date pickers, file uploads, and image uploads — with no limit. Each upload area can enforce specific file types (PDF only, JPEG or PNG), maximum file size, and minimum image dimensions. Wrong formats are rejected at upload before they reach your review queue.
Can I save requests as templates and reuse them? +
Yes. Once you have built a request — including all fields, sections, file constraints, and reminder sequences — save it as a template. Next time, load the template, update the recipient list and due date, and send. GatherMonk also includes a library of pre-built templates for common scenarios: speaker documents, client onboarding, vendor qualification, and more.
Is GatherMonk GDPR compliant and how is data protected? +
Yes. GatherMonk is hosted on Amazon Web Services (AWS). All files and data are encrypted when stored and when transferred. Fully GDPR compliant. You retain full ownership of all submitted data and can export or delete it at any time. A Data Processing Agreement is available on request.
GET STARTED
Ready to Stop Chasing and Start Collecting?
Set up your first automated request in under 10 minutes. No credit card. No commitment.
✓14-day free trial
✓No credit card required
✓GDPR compliant
✓Set up in 10 minutes
Need ongoing client relationships? Pair Requests with the Client Portal.
Learn about Client Portals →