Document Review

The Document Review page on Thread provides users with an overview of all documents in Thread which have been assigned to a user and need to be actioned. When a document has been assigned to you to work on, you will see it on the Document review page from where you can complete the relevant task and update the document status. 

You can create or edit document statuses available to use for your firm in Document Status - Admin.

Viewing Document Review tasks 

1.Click on the To-do list menu located in the left pane.  

2. Select the Document review tab, apply the filters to view documents based on their due date, the user assigned, source type, document type & status, and task status.

 

3. You can also search for documents by using the search bar shown. 

Document review tasks will also show within your list of tasks within the matter along with all other tasks.

Creating a Document Review Task 

1.Go to the Documents tab of a matter from the top bar.   

2. Click on the Assignee column of the document you wish to assign to a user. 

3. A pop-up window will open for you to fill in relevant details. The task will be automatically linked to the matter you are in, and the document you are assigning. You can assign the task to one or multiple team members by including their names in the Assign to field and clicking Apply. 

 1. Enter Task Title or select from pre-set task subjects. 

 2. Add a description for the document review task. 

3. Update the document status. 

 4. Update the task status. 

5. Assign the task to relevant user/s. 

6. Set the task priority. 

7. Set which matter stage this task is for. 

4. Once finished, click Save.  

If separate document review tasks for each user are required, be sure to select Create multiple tasks in the bottom left corner.

Each user will be assigned a separate task that they can work on and update once finished. 

If you have Task subjects  set up through Admin Settings, they will appear in the Subject drop-down menu.

5. The document will now show up in the Document review tab in the To-do list menu. 

Selecting Create Task when right click on the document creates a standard task which will be visible in the Tasks (rather than Document review) tab of the To-do list page. This will also not show the user in the Assignee column.

Editing the Status of Document Review task

You can change the status of a document directly from the To-do list / Document review page.

1. Click on the To-do list located in the left pane.  

2. Select the Document review tab and select the document you want to edit the status of. You can search for documents using the search bar and further enhance your search with the filters provided. 

3. Click Edit in the top pane. 

4. A pop-up window will appear.  You can then change the document status and task status by using the drop-down boxes and click Save.  

Editing Document Review in To-do list tab

 Edit the document or task properties directly from the page without opening the task.

Editing multiple Document Review tasks

You can now edit multiple or all document review by clicking the checkbox on top left corner then click Edit.

Fill out the fields you need to edit and click Save when done.

Once the Task status is changed to Completed on a document, that will remove it from the Document review tab in your To-do list menu as well as from the Assignee column within the matter. 

Column options for Document Review

With the column options in a To-do list Documents Review page, you can amend, add or remove columns depending on what is most relevant to you. 

Click on the Columns tab

In the pop-up that appears, you can drag and drop elements to change the order they appear in on the Document review list, and you can remove columns by clicking X or click + to add a new column. 

1. Click X to remove a column. 

2. Drag and drop columns up or down to change the order they appear in. 

3. Click + to add a column.  

4. Click Save to apply the changes. 

Any removed column can be added back when clicking on +Add a column.

Matter name, Document name and Task status are default columns so they cannot be removed.

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