Assign Documents / To Review / Workflow
planned
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.
B
Ben Hall
very much would love this!
LexWorkplace Product Team
planned