Documents requiring review

Who: Matter Managers, Document Reviewer
Why: Some Documents uploaded to LPG require review. Users will need to find the documents requiring review and complete the review process

See also: 

Approve Documents

Managing Documents

Save and use views (My Work)

Procedure

Check which documents require review:

1. Go to Worklist > My Work

2. Select Activity from the View Entity dropdown list

Search_doc_review.png

3. Select either Assigned to Me or Available to My Workgroup

4. Select Document Review from the Activity Type dropdown list

5. Click Submit to bring up the search results

Note: users can save the Search to My Views (found on the left side of the page).

 

To review documents:

1. Go to the Matter 

2. Click on the Documents tab
 
Screen_Shot_2017-03-02_at_3.40.18_pm.png
 
3. The Document(s) requiring review will show PENDING in the Review Status Column
 
document_review.png
 
4. Click on the black arrow to expand the document details
 
5. Go to the Review tab and either Approve or Reject the document once you have reviewed the document's content
 
Note: only users with the Document Reviewer role can complete the document review
Have more questions? Submit a request

1 Comments

  • Avatar
    Greg Beresnev

    What happens to the documents / review process when the intended review is a bit slow to review the document and only attempts to do so after 'Due Date' has passed?

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