Assign Documents / To Review / Workflow
planned (general)
LexWorkplace Product Team
Functionality where users can mark a document as 'To Review,' then define who needs to review it. And/or, the ability to assign documents to one or more users (similar to assigning staff to a matter)
Documents assigned to users in this way would appear in those users' Home Screen, in a new dashboard/widget called, simply, 'Documents To Review' or 'Documents Assigned to Me'
Further functionality may include the ability to check a document as 'complete' when the assigned user is complete. This could also tie into the 'Document Status' drop-down in some way.
Additional user input welcome.
C
Christopher Prince
This would be an excellent first step. Ultimately, it would be most helpful to have some integration with outlook that would send an email with the assignment, show deadlines on team members' calendars and send notifications when assignments were completed.
C
Cheryl Van Ackern
Dennis, I like what you have outlined. An additional function might be to be able to reassign the document to someone else, in addition to or rather than marking it as complete. In an office workflow, documents often go from one person to another for review, so having the ability to mark it as complete if it needs no other action is good, but assigning it to someone else as within that same screen might be helpful. In a perfect world, being able to assign a due date might also be useful.
LexWorkplace Product Team
Cheryl Van Ackern, Ben Stevens, Ben Hall - thank you all for this feedback! I'd love to get more input on how this functionality could work, and what would be the most useful in your firms.
This feature could be as simple as:
• Each Document has a new field in the Properties page (where you see document tags, types, notes, etc.) called: "Assigned To". This field would be have similar to the Matter's "Assigned To".
• Users can assign a document to any other member of the firm.
• When a document is assigned to you, it shows up somewhere easy to spot, such as the Home page.
• Users can check / mark their document as 'Complete' when appropriate.
Would this functionality be useful? Would you change anything, or have it behave differently?
Thank you all in advance.
- Dennis
C
Cheryl Van Ackern
An area on the home screen with notifications of documents to review is an important element of this feature for a paperless workflow, as already mentioned. Clients bring in or send in documents that staff adds to the file, but the attorney is not always aware the documents have arrived or that action is required.
B
Ben Stevens
This feature would be terrific and immediately useful to all users
B
Ben Hall
very much would love this!
LexWorkplace Product Team
updated the status to
planned (general)