Form H-01 · Help Center

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Everything you need to send requests, gather documents, and keep clients moving — all in one place.

Popular: sending a request · client upload · reminder sequences · team roles

All systems operational · Last updated June 2026

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9 sections · 40+ articles
Form GS-01 · Getting Started
Getting Started
From trial to first sent request in under five minutes.
What is Fetcher?→ Setting up your account→ Send your first request→ See all 6 articles→
Form RQ-02 · Document Requests
Document Requests
Create, manage, and close out requests from one dashboard view.
Creating a document request→ Adding items to a request→ Tracking request status→ See all 7 articles→
Form TP-03 · Templates
Checklists & Templates
Build once, reuse forever. Save your best checklists as templates.
Creating a reusable template→ Using a template in a request→ Editing and duplicating templates→ See all 4 articles→
Form RM-04 · Reminders
Reminders & Sequences
Automated nudges so you never have to chase a client manually again.
Setting up a reminder sequence→ Customizing reminder messages→ When reminders auto-stop→ See all 4 articles→
Form CP-05 · Client Portal
Client Portal
The secure, no-login upload experience your clients see from their end.
What your client sees→ Supported file types→ Uploading from a phone→ See all 4 articles→
Form IQ-06 · Insights & Reports
Reports & Insights
See where collection stalls so you can fix it before it costs a deadline.
Understanding your KPIs→ Collection rate explained→ Time-to-completion metrics→ See all 4 articles→
Form TM-07 · Team
Team Management
Add teammates, assign roles, and share request workloads across your firm.
Inviting team members→ Roles and permissions→ Managing shared requests→ See all 4 articles→
Form BR-08 · Branding
Account & Branding
Add your logo, colors, and sender name so every touchpoint looks like you.
Custom logo and colors→ Email sender name→ Notification preferences→ See all 5 articles→
Form BL-09 · Billing
Billing & Plans
Understand what is on your plan, how to upgrade, and how billing works.
Plans and features overview→ Upgrading or downgrading→ Managing payment methods→ See all 4 articles→

Form V-10 · Video Tutorials

See it in action.

Short walkthroughs for every major feature. No fluff, no filler.

2:14
Sending your first request
Getting Started
1:48
Building a checklist template
Templates
2:05
Setting up reminder sequences
Reminders
1:37
The client upload experience
Client Portal

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