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Holds – Hold Source

The Holds Source page of a hold lists the documents that are the source of the hold, if any. These documents provide a reason why a hold is necessary. For example, you list an insurance document as a source document, with the instructions stating that all held documents cannot be released until the insurance policy is renewed.

You do not have to specify a source document for every hold, but it helps serve as a reminder as to when the hold should be lifted. You can specify as many source documents as required.

ClosedTo add a document to the list

  1. Click Edit.

    2. The page enters edit mode.

  2. Click Add Line.

    3. The Documents dialog box appears.

  3. Select the documents to add using the Documents dialog.

    4. Proliance adds the documents the page.

  4. Click Save.

    5. Proliance saves the changes. Click Exit edit mode when finished.

ClosedTo remove a document from the list

  1. Click Edit.
  2. Click the check box next to the document you wish to remove.
  3. Click Delete Lines.

    4. Proliance removes the document from the list.

Note:

  • Documents shown in the Hold Source page are for your reference only. Adding or removing documents here will not cause Proliance to hold or release a document. Releasing a hold is a manual action performed by users whose security role has permission to update holds.

Tip:

  • To verify the document you've added, click the document number in the Hold Source page to view the document.