Select a document (or multiple) from My DocBox, a team DocBox, a status DocBox, or a coworker’s DocBox.
Click on Set Pending from the Files Ribbon Bar.
Choose a Pending Status and select the date that you would like to Pend Until. You can add a Short Note/Next Step, if required.
- 10 Day Cut Off will make you select the date.
- End of Week and End of Month will automatically populate the date but can be changed.
- Specify your own value allows you to create your own Pending Status tag and choose the date that you would like to Pend Until.
Note: You can also select Pend For and type in how many days you would like the document to pend instead of choosing a date.
If you want to move the document to a different DocBox while you are adding a Pending Status, you can choose a different DocBox from the dropdown. The document will be moved to the selected DocBox and will appear in that DocBox’s Action Items on the specified date.
For example, if you claimed the document from a Team DocBox but would now like to add a Pending Status for the end of the week back in the Team DocBox, you can adjust the DocBox field to the required Team DocBox at the same time.
Note: The DocBox field will default to the current DocBox that the document is in.
Add a Short Note/Next Step, if required. This will be added to any existing Short Note/Next Step attached to the document.
Click Save. The document will no longer display in the DocBox on your home page.
A Pending Status and Pend Date of ‘Today’ will be automatically assigned to new documents if a document is already pending for that case within the same DocBox.
Documents will no longer be auto-pended for a case when all pended documents for the case in the DocBox have been filed down, deleted, or the Pend Status has been removed.