Gather

Prevent double-entry by entering vital statistics in the Death Certificate section in Gather from any device.

How do I Record Case Vitals?

List of available fields in Gather's Death Certificate section that are available to utilize or hide.

Customizable Fields in Gather's Death Certificate

Update the name in the Vitals, Remember page, and URL, all in one convenient place

How Do I Change a Decedent's Name?

How to change a Family member to "Living" from "Deceased"

Change a Helper's Living Status

How Gather Automatic Case Numbering Works

How to use the Rolodex feature and search your contacts globally

Gather Rolodex

Wesley Mowry

Zach Chatterton

Annie McFarland

Learn how to properly store and complete case vitals in Gather.

Case Vitals

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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