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
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
Track time Produce/
Create custom document grid Document
Add docs to folder  Redact or Highlight documents   Production Workflow

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

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