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Create Document Routing Slips

To create a document routing slip, select the Routing Slips tab within a matter.

Click create doc routing slip button. 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.

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