Holding documents

This procedure shows how to hold a document during verification.

Sometimes you need to place a document on hold, for example, if a document lacks information, and you want to make sure it does not get processed until the issue is resolved. When a document is on hold, you cannot process the document until you "unhold" it. You cannot perform actions such as verifying, approving or rejecting the document. However, you can save changes to field values, add comments and attachments or delete the document.

By default, ReadSoft Online displays a text box that you can use to specify why you are holding a document. However, if this method does not suit your needs, an administrator can specify custom on-hold codes with corresponding descriptions which are made available for selection in the Hold document dialog.

To hold a document while verifying documents:

  1. Click at any time, during any process.

    A dialog prompts you to provide a reason for putting the document on hold.

  2. Specify a reason for holding the document and click OK.

    The document is put on hold, and you are returned to the document list view. The document appears in the On hold document list view and cannot be processed further until you, or someone with the Unhold documents privilege, releases it by clicking in the document view.

    If you enable the HOLD REASON column in any of the document list views, you can use the filter box to search for on-hold reasons and codes.

    Add a notification on the Held event to make sure documents do not remain on hold for too long.

Creating custom on-hold codes

Administrators can use Admin Center to create custom on-hold codes, and corresponding descriptions, which replace the default choices in the Hold document dialog. To create custom on-hold codes, simply use the On hold codes view to create up to 100 custom on-hold codes.