Before you begin
The batch is not complete until the resulting records have been checked.
Recommended workflow
Review a sample for client, work type, owner and due date. Investigate duplicate or missing records before repeating the action.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not repeat a batch immediately after a slow response without checking whether records were already created.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team