Activate Document Review for the Records on Time Integration

A firm can activate document reviewer functionality and set assigned case roles to be reviewers on any documents that come in from Records on Time.

NOTE: You must have Firm Administrative or Account Setting permissions to activate or modify this integration. 

• Navigate to the  Icon in the top right corner of your account.
• Select Account Settings.

• Scroll to Integrations.
• Locate Records on Time. 

• Select Manage.
• A pop-up window will appear
• Select Use Document Review and select the worker roles that should receive document review notifications from the Default Reviewers drop-down. 
• Click Save.