Skip to main content
Usage guides
Search
Search SafeSend Support Help and Support.

This article applies to:

  • Product: safesend
  • Subject: AI
  • Audiences: Staff

Gather requests in-process

Before a Gather request is delivered to the taxpayer, it must be processed. The main
In-Process
 dashboard shows requests that have been uploaded, but not delivered.
For information about uploading and processing Gather requests, refer to our Process a Gather request article. For information about uploading batch Gather Requests, refer to our Upload Batch Gather requests article.
Upload Options
The option that is selected also determines what kind of Gather request is initiated when you select
New Gather
.
  1. Select
    Single
     to view all one-off Gather requests on the dashboard.
  2. Select
    Batch
     to view all batch Gather requests on the dashboard.
Action Items
Delete
  • Delete multiple requests by selecting the requests, then selecting the
    Trash
     icon.
  • Delete a single request by selecting
    Delete
     from the
    Actions
     menu.
Process
Once the request is uploaded, it appears in the
In Process
 dashboard.
  1. Select
    Process
     to open the Gather request.
Edit Client Info
  1. Select
    More Actions(...)
    .
  2. Select
    Edit Client Info
    .
  3. Edit the
    Client ID
    ,
    Name
    ,
    Email Address
    , or
    Mobile
     number as needed.
  4. Select
    Save
    .
Report a Problem
This option lets you send a report from a specific Gather request to our Support team. This provides them with additional Gather request details that may be useful for troubleshooting.
  1. Select
    More Actions(...)
    .
  2. Select
    Report a Problem
    .
  3. Confirm your Information.
  4. Enter a
    Description
     of the issue. The more details, the better.
  5. Select
    Submit
    .
Additional Actions
  1. Select
    Refresh
     to refresh the
    In-Process
     page.
  2. Select
    Filter
     to
    Apply recent filter
    ,
    Save current filter
    , or
    Clear Filter
    .
    note
    You can filter by Name, Client ID, ERO/Signer, Assigned To, and Status using the column headers.
  3. Select
    Export To Excel
     to generate a report with the information listed for all Gather requests in the
    In-Process
     section.
In-Process Statuses
  • Uploaded:
     This status appears briefly after the request has been uploaded. It changes to Ready once the upload is complete.
  • Ready:
     This status appears after the request has completed uploading. It also indicates that no one has started processing it yet.
  • Processing:
     This status appears after a user selects the request to be processed.
  • Error:
     This status indicates that Gather didn’t recognize the request or that the request was missing pertinent information.
  • Delivery in Progress:
     This status appears briefly after the request has been delivered. Once the request has been sent, it is moved to the Delivered dashboard.

error-icon

error-close