This article applies to:

Delivered and archived Gather statuses

After a Gather request is delivered to a client, it moves to the

Delivered

page. Its status is shown in 3 different columns; Signature Status
, Organizer Status,
and Source Document Status
.

When a user archives a Gather request, it moves to the

Archived

page, but the statuses are identical to the

Delivered

page. Refer to the following for more information.

note

Select a blue status to open a pop-up window with additional details.

Signature status

Status	Description
Awaiting Signature	A Gather request was delivered to the client with an engagement letter, but no signers have completed the signature process.
Reviewed	Gather request was delivered to the client with an engagement letter and the signer has reviewed the document.
Partially Signed	A Gather request was delivered to a married filing jointly client with an engagement letter and 1 spouse has signed, but the other hasn’t.
E-Signed	A Gather request was delivered to the client with an engagement letter, and all signers completed the signature process.
Downloaded	A Gather request was delivered to the client with an engagement letter, all signers completed the signature process, and a firm user downloaded the signed forms.
Manually Signed	A Gather request was delivered to the client with an engagement letter, but the signers signed the documents outside of SafeSend. The firm changed the status of the document to Manually Signed.
Partially Reviewed	A married filing joint Gather request was delivered to the clients with an engagement letter and 1 signer has reviewed the document.
N/A	A Gather request was delivered to the client without an engagement letter.

Custom Question (CQ) status

Status	Description
Awaiting Completion	A Gather request was delivered to the client with custom questions, but the client hasn’t completed the questionnaire.
Partially Filled	A Gather request was delivered to the client with custom questions, and they’ve answered some questions, but haven’t marked the questionnaire as complete.
Questionnaire Completed	A Gather request was delivered to the client with custom questions, and they’ve marked the questionnaire as complete.
Downloaded	A Gather request was delivered to the client with custom questions, the client has marked the questionnaire as complete, and a firm user downloaded the filled forms.
N/A	A Gather request was delivered to the client without custom questions.

Organizer status

Status	Description
Delivered	An organizer and/or custom questions template was delivered to the client but hasn’t been filled out yet.
Partially Completed	An organizer and/or custom questions template was delivered to the client and they’ve begun to fill it out, but are not finished yet.
Questionnaire Completed	The client received a Gather request with a custom questions template, completed the custom questions, and has started filling out the organizer but hasn’t finished yet.
Completed	An organizer and/or custom questions template was delivered to the client, they’ve completed all the included steps, and marked it as complete.
Downloaded	A firm user has downloaded the completed organizer and/or custom questions.
Dropped	The Gather request couldn’t be delivered to one or both recipients.
Manually Completed	An organizer and/or custom questions template was delivered to the client, but the client completed the included steps outside of Gather. The firm changed the status of the document to Manually Signed.
Closed By Firm	The firm closed the Gather request. The taxpayer can no longer access the organizer.
N/A	A Gather request was sent to the client without a fillable organizer.

Source document status

Status	Description
Awaiting Upload	The client hasn’t uploaded documents to their Gather request yet.
Uploaded	The client has uploaded documents to their Gather request, but they haven’t selected Complete .
Downloaded	The client uploaded documents to their Gather request, and someone at the firm downloaded them. If new documents are uploaded, the status will change back to Uploaded.
Finished	The client uploaded documents to their Gather request and they selected Complete . The client can continue to upload until the firm closes the request.