Form GS-02 · Getting Started

Setting up your account.

1. 1
   Verify your email

   Check your inbox for the verification email from Fetcher. Click the link inside. Verification prevents your client emails from landing in spam — don't skip this step.
2. 2
   Set your workspace name

   This is the name your clients see in the From field of every email Fetcher sends. Use your firm name or your own name — whatever your clients will recognize immediately. You'll find this at /dashboard/?v=account.
3. 3
   Upload your logo

   Upload a PNG or JPG logo. It appears at the top of every client-facing upload portal and in emails where your branding is enabled. Keep it under 2 MB for best results.
4. 4
   Set your primary brand color

   Pick the main color from your brand. Fetcher uses it as the accent color on buttons and highlights in the client portal. A hex code or color picker — both work.
5. 5
   Configure your email sender name

   The sender name is what appears in the From line of reminder and notification emails. It defaults to your workspace name but you can set it to an individual's name or a role like 'Documents Team'.
6. 6
   Check notification preferences

   Decide how you want to be notified when a client uploads. Options include instant email notifications, in-app only, or a daily digest. Find this under /dashboard/?v=account, then Notifications.