Activate the Records on Time Integration

NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.

• Navigate to the  Icon in the top right corner of your account and select Account Settings.
• Scroll down to the Integration section and find the Records on Time integration and select Activate. 

• A pop-up window will appear. 

• Copy the API key.
• Give the API Key to your Records on Time representative. 
• If your firm would like to assign a default document reviewer, select the use document review checkbox and enter the appropriate worker group by clicking in the default reviewers field. 
• Click Save.
• Once your ROT representative enters the key on their end and confirms you are fully activated, you can start requesting records via the integration.