Control of Changes Made by Others

Optional primary attorney control of changes to contacts

A “Primary User” can be assigned to each contact. With this option, each time a user other than the primary makes a change to an Outlook Contact, the primary receives an email requesting their approval. The email provides a link to a webpage showing the details of the change; the Primary can accept or reject the change – there are a number of options for the functionality of this page.

A time limit can be set for the response by the primary user. If there is no response within that time limit, the change will continue through the normal data steward and update process. If the change is rejected, an email with comments is sent to the person that made the change.

Attorneys and Assistants View