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Rw ui steps macro
Rw step

Open Retention > Shredding Batches(this opens domain 262).

shredding_batches_menu.png
Rw step

Click New Shredding Batches to create a new shredding batch.

Note: You can search for an existing shredding batch in the Shredding Batches domain.

new_batch1.png
Rw step

Provide the following Details (1) for a new shredding batch:

  • Description - a name of the shredding batch you are creating (usually the creation date)

  • Notes - notes that pertain to the shredding batch

  • Status - set the value to New for a new batch

  • User - the compliance team user, who must review and approve the new shredding batch

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

new_batch2.png
Tip

Created! A new shredding batch appears in the list of batches in the Shredding Batches domain.

Rw step

Proceed to manually add documents to the batch.