Follow

How to Name a Batch

When you upload documents they are given a Batch Number. If you would like to add additional descriptive information to help identify the documents in a batch, you can easily do so.

In the Batch Summary section, click on the Screen_Shot_2017-06-21_at_11.19.09_AM.png to open the edit window.

change_name.png

 

Enter a descriptive name for your batch, and click Save.

save.png

 

The Batch will now be identified by this name in the Batch Status section, as well as in the Filter Search.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments