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Initial Version

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Functionality:

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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
Rw step

Go to Administration (1) > List Domains (2).

Launching List Domains via AdministrationImage Added

Launching List Domains

Rw step

To launch the Shredding Batches (ID 262) domain by the domain name (1) or domain ID (2).

Launching the Shredding Batches domain (262)Image Added

Launching the Shredding Batches domain (262)

Rw step

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.

Creating new shredding batchesImage Added

Creating new shredding batches

Rw step
  1. 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.

  2. Click Save in the upper-right corner to save changes.

Providing information for a new shredding batchImage Added

Providing information for a new shredding batch

Rw step

Preview the document for a shredding batch and then click Save and Close in the upper-right corner.

Tip

Tip: A new shredding batch appears in the list of batches in the Shredding Batches domain.

Previewing a document for shredding batchesImage Added

Previewing a document for shredding batches