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Manually Selecting Held Documents

You can select documents to be held either manually or by using filters. Use the manual method if you have specific documents in mind that you want to hold. Use filters when you want to block documents based on criteria such as a specific company or specific parent contract.

ClosedTo manually select documents to hold

  1. Open the Holds register.

    2. The list of holds defined for the workspace appears.

  2. Select the Hold document for which you are creating the filter.

    3. If the hold is not listed in the register, you need to define it first.

  3. Click the Selected Documents page.

    4. Proliance displays any documents that have been manually selected to be held.

  4. Modify the list by adding or removing documents as necessary.

    5. Remember, a document is not actually held until someone attempts to change its document state to a trigger state.

Note:

  • You must have already created the hold before you can manually select document to be held. For more information, see "Creating a New Hold".