Review Case Documents

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.