Create Document Routing Slips
To create a document routing slip, select the Routing Slips tab within a matter.
Click . You are redirected to a new page where you have the option to select one or more of your previously uploaded matter documents.
In addition to selecting the document(s), you need to select a review group from:
- Individuals already assigned
- Pre-defined review group
- Define your own review group
Click Continue to proceed.