Request a Document Review
You can request that other matter participants review a document or contract for a matter by editing the document profile. People with a matter role of Matter Editor or higher receive an Action Items alert when there is a request to review a document. They also receive an email notification if they configured email notifications in their user preferences.
In addition, under 
Documents
for a matter, documents requested for review are indicated with a gray flag To request a document review:
- Access the applicable matter.
- ClickDocuments.
- Double-click the document or contract name.
- ClickEdit.
- If you want to edit or replace the currently attached document, do so now.
- SelectYesforReview Requested.
- Enter a comment in theReview Requested Commentsfield.
- ClickSave & Close.
note
When a document view is requested, the alert is sent to company and firm users with a matter role of Matter Editor or higher. Tracker does not allow you to target your request to certain users. If you want to request a document review from specific users, create a date/event titled "Document Review" then click
Yes
for Send Email Notice
. Alternatively, you can email the document and request a review outside of the Tracker application.Clear a Document Review Alert
The Action Items alert is cleared after a user clicks the review link on their Action Items page or the document name on the Document Listing page. Action Items alerts will remain if there are other matter documents or SOP records that require the user's attention.