Refresh a Batch Setup

Why Refresh?

Refreshing a batch setup updates all documents and ensures any recent configuration changes are applied. Use this after editing a batch setup or updating form definitions.

Steps to Refresh a Batch Setup

1. Navigate to the Batch Setup Tree View

   • Go to the Batch Setup tree view tab.

2. Select a Batch Setup

   • Click on the batch setup you want to refresh.

3. Open the Context Menu

   • Right-click on the selected batch setup to open the context menu.
   • From the menu, select Batch Setup Refresh.

4. Batch Setup Refreshed

   • After clicking Batch Setup Refresh, all documents will be updated with the latest configuration.