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Automatically Adding Documents to a Shredding Batch
Configure Shredding Rules.
Manually Adding Documents to a Shredding Batch
To place a document in a Shredding Batch, perform the following actions:
Rw ui steps macro |
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Go to Administration (1) > List Domains (2). | Image Added Launching List Domains |
To launch the Shredding Batches (ID 262) domain by the domain name (1) or domain ID (2). | Image Added Launching the Shredding Batches domain (262) |
Click New Shredding Batches to create a new shredding batch. Note: You can search for the existing shredding batches in the Shredding Batches domain. If you click 'Submit' (fromCore) or Search (Connect) to load results, all existing shredding batches will be returned. | Image Added Creating new shredding batches |
In Details, provide the following information for a new shredding batch: a. Description. Enter a name of the shredding batch you are creating. b. Notes. Enter notes that pertain to the shredding batch. c. Editable. Set the value to Yes to add new document records to the batch. When set to No, the content of the batch cannot be altered. d. Approved for Shredding. Set the value to Yes to shred the batch. e. User. Enter a user name for a new shredding batch. Click Save in the upper-right corner to save changes.
| Image Added Providing information for a new shredding batch |
Preview the document for a shredding batch and then click Save and Close in the upper-right corner. Tip |
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Tip: A new shredding batch appears in the list of batches in the Shredding Batches domain. |
| Image Added Previewing a document for shredding batches |
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