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.