Workflow Stage Settings

Workflow stage settings are the settings applied for each phase of the review process. Use the New stage dialog box to configure the stage settings.

To add a stage to a level

  1. On the Workflow page (Review > Review Management > Workflow), select the workflow.
  2. Locate the level where you want the stage included and click its icon.

  3. On the New stage dialog box, enter the Name of the stage.
  4. In Type drop list, select Standard or Quality Control. (For more information, see Types of Stages.)
  5. Select the Entry Router for the stage. (For more information, see Workflow Entry Routers.)
  6. Select the Check-In Criteria for the stage. (For more information, see Workfow Check-in Criteria.)
  7. In the Batch Size, enter the maximum number of documents you want to include in a batch for this stage.
  8. In the Keep Together Field, select the level of related documents to include in a batch from the following:
    • None: Documents are routed individually.
    • Family: Documents are kept together with attachments and/or embedded items (using the Family Members field).

      • Note: If you selected Family and want to enable the batching of partial families, select Allow Batching Partial Group.

  9. Select the User Group to have access to batches at this level. Workflow uses user groups created at the matter level to control permissions and access to stages. Users can be a part of multiple user groups and have access to all or selected stages. Work with an Administrator to create new user groups for each unique set of reviewers that will review one or more stages in your workflow.
  10. Select the Batch Priority Field to order a batch according a particular field.
  11. Click Create.

Repeat this process until you have added all required stages each level of your workflow.

To edit a workflow stage

  1. On the Workflow page (Review > Review Management > Workflow), select the workflow with the stage you want to edit.
  2. Locate the stage you want to edit, click its Action icon and select Edit.
  3. On the Edit Stage dialog box, update the stage's information as necessary.
  4. Click Save.