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changes.mady.by.user Mercedes Rothwell

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changes.mady.by.user Inese Auzina

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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 NewYou can only add documents to batches with the New status.

To add documents to a Shredding Batch:

Rw ui steps macro
Rw step

Go to Retrieve > Client.

retrieve_client_menu.png
Rw step

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 (4).

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.

add_to_shred1.png
Tip

Tip: To find the most likely shredding candidates filter by the following criteria:

  • Shredding Batch - select is empty from the dropdown

add_to_shred5.png

  • Modified - select the dates when the documents were last modified according to your retention procedures

add_to_shred6.png

  • Creation Date - select the dates when the documents were created in the system according to your retention procedures

add_to_shred7.png
Rw step

Choose Select a Shredding Batch (1) to add the documents to and click Add to Batch (2).

Tip

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

add_to_shred3.png
Rw step

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

add_to_shred4.png
Rw step

Proceed to review the documents in the batch before shredding.

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