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Gather engagements processing alerts

What to expect after submitting an automated gather engagement

After you select
Submit
on the
Create Gather Engagement
page, automated gather engagement creation begins. You don’t need to remain on the
Create Gather Engagement
page, and you can return to the Gather client grid at any time to monitor progress. Processing status will appear automatically on the
Gather
page.

In-process alerts and delivery errors

When one or more new gather engagements have been submitted to SafeSend but not yet delivered to clients, an inline notification appears before the Gather client list. This lets you know that automated processing is currently underway. The alert is removed automatically once all queued engagements have finished processing.
The alert includes the following actions:
View in-process clients
Opens the in-process clients window, which provides the list of client names associated with Gather engagements currently being processed along with the count of clients in-process. The badge count updates based on the number of in-process engagements at the present time. If you close and reopen the list, it'll refresh.
Check for delivery errors
You can check for errors at any time by selecting
Check for delivery errors
. If an automated gather process runs into an error, you'll get an alert for each client that needs your attention. Review the client's details, then create a new gather engagement to retry.

Successful gather engagement creation

As soon as any new automated gather engagement completes processing, that client name related to the gather engagement is removed from the list of in-process clients. Each delivered engagement record will appear on the Gather client list.

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