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Review Case Documents
Updated over 6 months ago

How to review a case document you've been tagged as a reviewer on.

  • Navigate to the Mail Review Center, located in the top right corner of your account.

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  • In the Mail Review Center, click Case Documents.

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  • Locate the document that needs to be reviewed.

  • Click on the dropdown arrow in line with the document and select Review.

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  • A pop-up window will appear with the option to review the document, update the document category, name, description, or tab access.

  • Click Save.

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  • The document is now saved with any changes and will no longer be on your Case Document Review list.

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