Add/remove documents from Batch

Up to a certain point, documents can be added to or removed from a Batch.

Until when can documents be added or removed?

Documents can only be added or removed as long as the Batch has not yet been submitted for sending. Once you click the final send button and the Batch enters the production workflow, no further documents can be added or removed.

Adding documents to a Batch

You can add individual documents to an existing unsent Batch using two different methods within the Pingen App.

Please note: A document can only be added if it does not already belong to another Batch, has not yet been submitted for sending, or does not have status “Invalid”.

Option 1: From the Letters list

Open the Letters navigation item, select the checkboxes next to the document(s) you wish to add, and click the Add to Batch icon in the action menu. In the next step, select the target Batch from the dropdown list and confirm your choice.

Option 2: From the Letter details view

Click directly on an individual document in the list to open its specific Letter details screen. Click on the Add to Batch icon located at the bottom of the screen, select a Batch from the pop-up menu, and save.

Removing documents from a Batch

If certain documents should no longer be processed as part of a Batch, they can be detached from a Batch to be standalone items in the Letters list using the following two options:

Please note: A document can only be removed from a Batch if the Batch has not yet been submitted for sending.

Option 1: From the Letters list

Open the Letters list, select the document(s) that should be removed from a Batch, and click on the Remove from Batch icon in the action bar.

Option 2: From the Letter details view

Open the specific Letter details screen for the document you want to detach. Click on the Remove from Batch icon located at the bottom to detach the document from the Batch.

Processing your changes

In both cases, a pop-up window will ask you to confirm your choice. After you confirm, Pingen will process the change. This may take a brief moment. Once a document is successfully removed from a Batch, it can be managed and sent individually.