Technical Support Hours

M-F 8am to 8pm (EST)

Start a conversation

How can I enable a user to override a batch for a document?

You can’t override per se, but you can set the Can Forward Documents security setting to allow the user to move an item out of a batch by forwarding it to another stage in the queue:

  1. Go to Modules > Security Editor
  2. Filter to and select Sales Document Properties
  3. Make sure the box is checked, enabling Sales Document Properties
  4. Under the Misc sub-settings, select Can Change Workflow Queue and set to True
Choose files or drag and drop files
Was this article helpful?
  1. SalesPad Support

  2. Posted
  3. Updated