Holds Tab

This tab appears after the Documents tab is processed and allows holds to be created.

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Complete the following steps to create a new hold:

  1. Click the Create Hold button.
    The Create Hold popup window appears.

    images/download/attachments/131831527/image2021-6-3_13-36-49-version-1-modificationdate-1649140945000-api-v2.png

  2. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Section

    Description

    * Description

    Input a description of the hold.

    * Assign to Org

    Begin typing and a list of available options will appear or click the magnifying glass to select from a list of options.

    * Assign to User

    Begin typing and a list of available options will appear or click the magnifying glass to select from a list of options.

    * Reason Code

    Begin typing and a list of available options will appear or click the magnifying glass to select from a list of options.

  3. Click the Submit button.

  4. Click the Next button.