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About Holds

You can instruct Proliance to temporarily block the processing of certain documents by placing a hold on those documents. These holds take effect when a user attempts to perform an action that triggers the hold. Holds can be placed on any change order, contact, invoice, or quote document.

• Open the Holds register

The user who triggers the hold must either acknowledge the hold or take steps to address the hold (if he is able to). With sufficient security permissions, the recipient may also bypass a hold and continue to process the document. To open a document with a hold, the recipient must have permission to read holds.

You can apply holds to:

• Specific document types
• Individual documents
• All documents within a particular service for a workspace
• Documents involving a specific company
• Documents involving a specific contract

Holds can warn and/or restrict:

• The transition of any existing documents into a specific state
• The transition of a specific document into a specific state. An example of this would be to "place a hold on Change Order #3 to prevent it from being approved."

Warn vs. Stop Action Holds

A Warning hold alerts the user that a hold has been placed on the document, but makes it possible to continue processing.

A Stop Action hold prevents the user from continuing, unless an authorized user releases the hold or the user has security rights to override the hold and continue processing.

The Hold Document

Information in a hold document is organized over the following pages:

• Main:Contains summary details of the hold. For more information, see "Holds - Main".
• Selected Documents:Contains all the documents that have been manually selected to be held by the current hold. For more information, see "Holds - Selected Documents".
• Filtered Documents:Describes the filtering rules Proliance should follow to automatically select documents to be held. For more information, see "Holds - Filtered Documents".
• Hold Source:Describes the source document causing the hold. For more information, see "Holds - Hold Source".

• Properties:Contains information about the hold document itself, such as who created the hold, and the workspace in which the hold was created. For more information, see "Document Properties".

Additional hold information is also available on the following tabs:

• Workflow:Enables you to see where the document is in its lifecycle, the users who have already performed actions on the document, and the users who will receive notification when the document changes to a specific state. For more information, see "Workflow Tab".
• Activity Log:Records all the activities of the document, such as when it was saved, imported, exported, forwarded, or received. For more information, see "Activity Log Tab".
• Attachments:Contains a list of all the documents related to this hold. For more information, see "Attachments Tab".