NOTE: Only Firm Administrators can select which worker assignments receive MoveDocs notifications.
- Navigate to the Icon in the top right corner of your account and select Account Settings.
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Scroll down to Integrations.
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Under MoveDocs, click the Manage button.
- Add worker groups to the Directed Notifications field and select Save.
- Users assigned to a case in the selected role or roles will now receive CASEpeer messages from MoveDocs.
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