Go to Retrieve > Client.  Open the Client Documents (1) tab. To locate specific documents for shredding, enter filter criteria (2) and click Search (3). Then click Add to Shredding Batch (25). | Note |
|---|
Important! All documents that match the search criteria will be added to a shredding batch. To add a single document to the batch, search by its Document ID. |
 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. |
 Click Close when the progress bar shows that all the documents have been added.  Proceed to review the documents in the batch before shredding. | 