NOTE: Only Firm Administrators can select which worker groups should be default MoveDocs document reviewers.
- Navigate to the Icon in the top right corner of your account and select Account Settings.
-
Scroll down to Integrations.
-
Under MoveDocs, click the Manage button.
- Check the Use Document Review box.
- Add worker groups to the Default Reviewers field.
- Select Save.
- Users assigned to the role or roles on a case will now receive CASEpeer messages to review documents from MoveDocs.
Comments
0 comments
Article is closed for comments.