Review Records for Disposal
DocMinder®Records Disposition Module runs based on schedule. Each attorney is assigned to the first step in a workflow to review the records and determine disposition.
The Responsible Attorney receives an email instructing him to use the link in the email to review and determine disposition.
The Responsible Attorney is given a specific number of days to complete the review. The Responsible Attorney will be notified periodically by email that the task needs to be completed.
If the task is not completed in the specified number of days, the Records Manager is notified.
Bruce L. Karlson,
You have been tasked to review records that are eligible for disposition for the following client matters:
29 items for Client: 50012, ACME Packaging, Matter: 40010 Mortgage
29 items for Client: 50012, ACME Packaging, Matter: 50010 Sale
29 items for Client: 50012, ACME Packaging, Matter: 40013 Contract
...and 13 others.
Click on the link below to get started.
Approve Records for Disposal
After the responsible attorney has completed his review and disposition, the Records Manager receives an email with a link to review and finalize the disposition.
The Records Manager has the final determination of the disposition of the records.
When the Records Manager completes the task, the Records Module connects to the document system's record manager and disposes of the documents stored in the document management system and marks the records as destroyed.
The Records Manager can produce a list of items that are physical records and arrange for the destruction of the physical records.
| Billing Attorney: | Bruce L. Karlson |
| Report Date: | 9/14/2016 12:00 AM |
| Number of Matters: | 18 |
| Total Records: | 827 |
You can approve records to be disposed by client matter, or individually.
1 Item Selected
1,350 records in this selection
| Matters | Action | Details | ||||
|---|---|---|---|---|---|---|
|
600125 Graphic Tech, Inc. 000047 Patent Show more details |
Action: Not actioned Actioned by: |
Records 1 Approved 0 Actioned 0 |
View Records |
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|
600126 Hoolie 000007 Litigation Show more details |
Action: Not actioned Actioned by: |
Records 1 Approved 0 Actioned 0 |
View Records |
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