When documents are attached to a matter, you can assign them to be reviewed by another member of staff.

InTouch will then email that staff member telling them that a file requires a review. Matters that have files requiring a review will turn yellow in your matter list, making them easy to find.

Within the relevant matter, click > ‘Docs & Emails’.

InTouch Docs and Emails

Click the ‘eye symbol’ on the relevant document.

InTouch Docs and Emails

From the drop-down menu, choose who you wish to review the document.

Would you like them to recieve an email notification? By default this check box will be ticked.

When finished, click > ‘Name of Staff Member to review document’.

InTouch Docs and Emails