Feature · Documents
The paperwork, filed against the client it belongs to
Contracts, quotes, CVs, risk assessments and signed terms, on the client’s record where anyone on the team can find them. Stored privately, never as a public link.
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The short answer
Storing documents in a CRM means each file sits on the client it relates to, so the whole team finds it without digging through email or a shared drive. Gather360 accepts PDF, Word, Excel, CSV, TXT, PNG, JPG and WEBP files up to 15 MB each. They are stored privately and only people signed in to your account can open them.
Why it matters
No more “which folder did you put it in?”
The signed contract is in someone’s sent items. The latest quote is on the shared drive, next to three older versions. The insurance certificate was a WhatsApp photo.
In Gather360 the file goes on the client. Open the client, click Documents, and there it is, with who added it and when.
- PDF, Word, Excel, CSV, TXT, PNG, JPG and WEBP
- Up to 15 MB per file
- PDFs and images open in the browser; other files download
Private by design
Client documents often hold personal data, so they are treated that way.
No public links
Files are not given a web address anyone can open. Each download checks you are signed in to the right account.
Checked on upload
Gather360 checks what a file really is, not just its name, and refuses anything outside the allowed types.
Hosted in the UK
Your documents are kept separate from every other customer’s and hosted in the UK.
Every document in one list when you need it
Each client has its own Documents tab. There is also a documents page listing every file across the account, most recent first.
Filter it by client or search by file name. Handy when you know you uploaded a CV last week but cannot remember which client it went on.
How it works
- 1
Open the client
Go to the Documents tab on the client the file belongs to.
- 2
Upload the file
Gather360 records your name and the date against it.
- 3
Find it later
From the client, or from the documents page across the whole account.
Give your paperwork a home
30-day free trial, no card. Every feature on every seat for £12.99 + VAT per user a month.
30-day free trial · no card · £12.99 + VAT per person a month after
Questions people ask
What file types can I upload?
PDF, Word, Excel, CSV, TXT, PNG, JPG and WEBP, up to 15 MB each.
Are documents public?
No. They are stored privately and each download checks you are signed in to the account the file belongs to. There are no shareable public links.
Does it connect to Google Drive, Dropbox or OneDrive?
No. There are no cloud storage integrations. Files are uploaded straight into Gather360.
Can I edit a document inside Gather360?
No. Gather360 stores files, it does not edit them. Edit the file on your computer and upload the new version.
Is there a storage limit?
There is no limit on the number of documents. Each file can be up to 15 MB.
What happens to documents if I delete a client?
They are deleted with it, permanently. Only the account owner can delete a client. Archiving a client keeps everything.
See if it fits in ten minutes
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after