Send request to review documents via Messages

In addition to being a secure messaging platform to share files, Messages can also be set up to help your firm with document reviews.

As a requester, find out how to send documents to other staff members for review or approval, directly from the matter you're working on.

Table of Contents

• Getting Started
• Sending a review request from the document
• Creating a task from the message

Getting Started

Create an Internal Matter Conversation in the Matter.

Sending a review request from the document

1.    From a Matter, locate the document to be reviewed from the All Files section.

2.    Right-click the document.

3.    Select Share and then select the Client Portal....

4.    From the staff list, add the reviewer/approver. 

5.    Enter a brief message in the Message field asking for document review or approval.

5.    Select Send to notify the reviewer/approver of the new document and message.

Creating a task from the message

If receiving a message via Messages is not enough notification for your review workflow, you can easily create a task:

1.    Select the Messages tab in the Matter.

2.    Select the Internal Matter Conversation with the reviewer/approver.

3.    Hover your mouse over the message asking for approval and select the three vertical dots next to the message.

4.    Select Create task.

5.    Fill in the details of the task in the New Task window.

Tip:  By default, the chat message becomes the task Name.  Amend as required.

6.    Change the Assigned to drop-down menu to the reviewer/approver.

7.    Add your firm’s preferred Category for review workflow tasks. 

Tip:   This allows a user to see assigned review tasks in a task list.

8.    Select a Due date.

9.    Click Save.