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Review Workflow

This is a typical workflow in Review, although you might find yourself jumping in somewhere in the middle, or doing steps in a different order.

Click on any step to get helpful information, or use the search box to the right to find answers to your questions.

 

Add users Import
documents
Create folders Review a document Review status How to Endorse Documents
Add custom coding Checking
 import status
Add users to a folder Mark responsive
by issue
Track review history Group documents by family
Add custom fields Document deduplication Search for docs  Mark for
privilege
Track time Produce/
export
Create custom document grid Document
De-NISTing
Add docs to folder  Redact or Highlight documents   Production Workflow
          Exchange 


Don't feel like reading? Check out some Recorded Trainings

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