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Held Documents

To view all documents currently on Hold, users can go to the Held Documents page.

Go to Admin > Fileroom > Documents on Hold within the PinPoint menu on the left.

Clear Hold

  1. Select the documents you want to clear the hold for.
  2. Click the Fx button above the documents list.
  3. Click the button for Clear Hold, then click Yes to confirm.

Table of Contents

To view or download the entire manual as a PDF, click here.

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
  • Adding a Folder
  • Changing Folder Information
  • Deleting a Folder
  • Recovering a Folder
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents

    • Filing a Single Document
    • Filing Multiple Documents
    • ARIE Functions

Document Handling
  • Content Search
  • Folder Details
  • FX Functions
  • Creating Stamps
  • Merge Pages to Existing Document
  • Running a Mail Merge
  • Mail Merge Templates
  • Managing Forms
  • Managing Tags
  • Variable Naming
  • Document Retention
  • Recover Documents and Folders
Workflow
  • Completing a Workflow
  • Managing Workflow
  • Managing Multiple Workflows
  • Reassign Workflow
  • Managing Notes & Reminders
  • Supervisor Workflow Management
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Using Setup for Cabinet/Document Types
  • Managing Departments
  • Managing Languages
  • Broadcasting a Message
  • Company Branding
  • SMTP Settings
  • Administrative Logs
Dashboard
  • Regular Dashboard
  • Express Dashboard

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