How to review the documents saved to a case.
- Navigate to the Mail Review Center, located in the top right corner of your account.
- In the Mail Review Center, click Case Documents.
- Locate the document that needs to be reviewed.
- Click on the dropdown arrow in line with the document and select Review.
- A pop-up window will appear with the option to review the document, update the document category, name, description, or tab access, click Save.
- The document is now saved with any changes and will no longer be on your Case Document Review list.