Creating a Processing Request

Use the Processing Specifications Workbook to submit your processing request. To see details about your Processing Options, see the section on Processing Guidelines.

Complete the Processing Workbook

1. The first section in the workbook requires you to enter your desired Project Level Settings.

2. Next, enter your desired Filtering Options.

3. Finally, enter your Custodian Names and Settings.

4. After you have filled out the workbook, send it to support@catalystsecure.com and include your Catalyst Project Consultant in the cc line. This will start a ticket in our ticketing system. Updates to the ticket will be sent to you via email or through communications with your Project Consultant.