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Automatically Adding Documents to a Shredding Batch

Configure Shredding Rules.

Manually Creating a Shredding Batch

To place a document in a Shredding Batch, perform the following actions:

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

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Launching List Domains

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

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Launching the Shredding Batches domain (262)

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Click New Shredding Batches to create a new shredding batch.

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Creating new shredding batches

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  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.

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Providing information for a new shredding batch

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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.

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Previewing a document for shredding batches

Once you have created a batch automatically or manually, you can manually place any additional documents in the batch to be shredded.

Manually Adding Documents to a Shredding Batch

Once you create a batch, you can add a document or set of documents to the batch.

To add a document(s) in a shredding batch, perform the following actionsto a Shredding Batch:

Rw ui steps macro
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Go to Retrieve > Documents.

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Search for your document(s).

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Select the preferred document(s).

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Click the Shred button at the top.

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At this time, the system will ask you to choose a shredding batch to add the document(s) to.