Request a Document Review

You can request that other matter participants review a document or contract for a matter by editing the document profile. People with a matter role of Matter Editor or higher receive an Action Items alert when there is a request to review a document. They also receive an email notification if they configured email notifications in their user preferences.
In addition, under
Documents
for a matter, documents requested for review are indicated with a gray flag
To request a document review:
  1. Access the applicable matter.
  2. Click
    Documents
    .
  3. Double-click the document or contract name.
  4. Click
    Edit
    .
  5. If you want to edit or replace the currently attached document, do so now.
  6. Select
    Yes
    for
    Review Requested
    .
  7. Enter a comment in the
    Review Requested Comments
    field.
  8. Click
    Save & Close
    .

Clear a Document Review Alert

The Action Items alert is cleared after a user clicks the review link on their Action Items page or the document name on the Document Listing page. Action Items alerts will remain if there are other matter documents or SOP records that require the user's attention.