How to Name a Batch

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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.

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

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

 

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