A firm can activate document reviewer functionality and set assigned case roles to be reviewers on any documents that come in from Records on Time.
NOTE: You must have Firm Administrative or Account Setting permissions to activate or modify this integration.
Navigate to the
Icon in the top right corner of your account.Select Account Settings.
Scroll to Integrations.
Locate Records on Time.
Select Manage.
A pop-up window will appear
Select Use Document Review and select the worker roles that should receive document review notifications from the Default Reviewers drop-down.
Click Save.