Coding Documents in Litigation

Follow

* This functionality is available for Advanced and Standard users only. 

 


Coding One Document

When you're viewing the document itself, on the right side of the page you will see the coding menu. Click an arrow to drop down the identifier of your choice. Enter your information and click "Save" or "Save & Next" at the top of the page.

3333.png

 


Coding Multiple Documents

Search for the documents you need, click "Select All" or check the boxes next to the documents you wish to edit, then click Bulk Actions at the bottom.

2.png

 

Enter the information in the appropriate fields and click "Update." 

IMPORTANT:  Make sure to consider if you are making the Bulk Action update to only the documents selected or if you also want to include their families.

Litigation_Update_Documents_in_Bulk_Action.png

 

Return to Litigation Workflow

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.

Articles in this section