Help Center
How can we help?
Guides to every part of GarnerDocs, for firms and for the clients who upload to them.
Uploading documents for a firm? Read the help for clients
Browse by topic
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Getting started
Start your trial, confirm your retention period and send your first request.
2 articles
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Requests
Create, send and manage document requests.
12 articles
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Templates
Reusable checklists for the requests you send again and again.
2 articles
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Reviewing documents
Approve uploads, ask for replacements and download files.
7 articles
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Reminders
Automatic follow-ups for documents that are still missing.
4 articles
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Workflows
Recurring collection and automatic follow-up when something happens.
4 articles
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Team
Invite colleagues and choose what they can do.
4 articles
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Settings and branding
Your workspace, your brand and the emails you get.
6 articles
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Plans and billing
Plans, limits, your trial and invoices.
4 articles
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Data and security
Retention, deletion and how client documents are protected.
5 articles
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Reports and search
Reports, search and the command palette.
2 articles
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For clients
Uploading the documents you were asked for.
6 articles
New to GarnerDocs? Start here
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