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Hold

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Available in 7 of the file menu options:

  • All
  • Converting
  • Processing
  • Unidentified
  • Waiting to Convert
  • Converting
  • Waiting for Review

This option provides the user the ability to Hold files for processing if needed. When a Hold is set, it will override any workflow status. For example, before processing files you may want to clarify information with a client or you may have questions about certain fields so the file is placed on Hold.  To remove a hold, select Remove Hold from the selected files’ menu.

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