Holds - Main

• Current State:Indicates the current workflow state of the hold.
• Hold Message:Type a message displayed in the Active Hold dialog box when the hold is triggered. This message should briefly describe the hold and the conditions necessary to lift the hold. The Hold Message is required.
• Hold Reason:Type a reason why the hold applies. The following are examples of reasons: Expired Insurance, Awaiting PMP, Stop Payment, Other.
• Hold Type:Select whether the hold is a Warning or Stop Action. The default type is Warning. The Hold Type is required.
• Number:Type a string of characters that uniquely identifies this hold, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to the Proliance Local Admin on-line help.
• Title:Type a title for the hold. The Title is required.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None:Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One:Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple:Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All:Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Doc Description:Type a brief note about the hold that is intended only for those whose role has permission to read holds. For more information, see "About Security Permissions".
  Unlike the Hold Message, the Description is not visible to the person who triggers the hold.
• Creation Date:The date when the hold was created. This date cannot be changed.