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Rw ui steps macro

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Go to Retrieve > Client.

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Open the Client Documents (1) tab. To locate specific documents for shredding, enter filter criteria (2) and click Search (3).

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Select the document(s) that need to be shredded (1) and Then click Add to Shredding Batch (2).

Tip: Click the checkbox at the top the documents list to select all

Tip
Note
Important! All documents that match the search criteria will be added to a shredding batch.

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To add a single document to the batch, search by its Document ID.

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Choose a Shredding Batch (1) to add the document(s) to and click Add to Batch (2).

Tip
Tip: Only batches in with the status `New` are available in the list.

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Click Close when the progress bar shows that all the documents have been added.

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