Once you have created a batch automatically or manually, you can manually place any additional documents into the batch to be shredded. The batch must be in the status New
.
To add a document(s) documents to a Shredding Batch:
Rw ui steps macro |
---|
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 (54). 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) documents 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. |