Request document access for a legal matter
Request access to documents attached to a legal matter that you do not currently have access to.
Before you begin
Role required: sn_lg_ops.legal_user or sn_lg_ops.legal_fulfiller
About this task
Procedure
- Navigate to .
-
In the Legal Counsel Center tab, select the list icon
.
- In the Lists tab, under Matters, click All.
- Open a legal matter for which you want to request document access.
- In the Artifacts tab, open an artifact.
- In the Documents tab, select the documents for which you want access, and click Request Access.
Result
The system processes the user's permissions and grants access to the documents in the matter artifact.