Reassign Batches to a Specific User
How-to Guide

Step 1 – Click “Documents”

Launch your project, then click Documents in the top menu.

Step 2 – Click “Batches”

Step 3 – Filter by status

Click Status and choose Filled to see batches nobody has claimed yet. To move a batch someone is already working on, choose Claimed.

Step 4 – Select a batch

Click the batch's row to select it. Reassign one batch at a time.

Step 5 – Click “Actions”

Step 6 – Click “Reassign”

Step 7 – Choose the user

Click the Username… field and select the user to assign the batch to.

Step 8 – Click “Confirm”

Step 1 – Clear the filters

Click clear filters.

Step 2 – Filter by assignee

Click Assignee and select the user. The batch is now listed under them.

Step 3 – Open the batch in Extract

The assignee goes to the Extract tab and searches for the batch by name to start working on it.

Good to know

• You can reassign a batch that is Filling, Filled or Claimed. A Filled batch becomes Claimed by its new assignee.
• Only the assignee changes. The batch's documents, and any work already done on them, stay as they are.
• To hand a batch back to the team instead, choose Release in the same Actions menu. A released batch goes back to Filled with no assignee, and anyone can claim it. Only a Claimed batch can be released.
• Any user with access to the project can reassign or release a batch. Only the assignee or an admin can open it.