Review Dashboard

The Review dashboard (Review > Dashboard) provides an overview of the progress of each matter and access to batches of documents on the Document List.

Note: Depending on the user’s permissions, some of these elements may not be available.

You can open the Document List from each of the following access points:

  1. Explore menu: Groups documents in folders by common categories within each matter.
  2. Review cards: Displays fully customizable metrics that track review progress in real-time.
  3. Workflow Batches: Lists the batches assigned to each user by workflow. Reviewers can access their own batch sets by clicking Checkout and then selecting the next batch from either any topic or a topic of their choice.
  4. Favorites and Recents : Enables users to revisit document lists and searches flagged as "Favorites" or have been recently viewed.