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All CollectionsACCOUNT ADMINISTRATIONMoveDocs Integration
Select Default MoveDocs Document Reviewers
Select Default MoveDocs Document Reviewers
Updated over 6 months ago

NOTE: Only Firm Administrators can select which worker groups should be default MoveDocs document reviewers.

  • Navigate to the

    Icon in the top right corner of your account and select Account Settings.

  • Scroll down to Integrations.

  • Under MoveDocs, click the Manage button.

Screenshot 2023-07-28 at 12.32.37 PM.png
  • Check the Use Document Review box.

  • Add worker groups to the Default Reviewers field.

  • Select Save.

Screenshot 2023-07-28 at 12.40.39 PM.png
  • Users assigned to the role or roles on a case will now receive CASEpeer messages to review documents from MoveDocs.

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