Documentation Index

Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt

Use this file to discover all available pages before exploring further.

Project Assignees

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Assignees serve to mark a single point of contact for each of your project. This contact could be a manager who oversees users in the project, an individual delegated to making important decisions, or even a select user responsible for review quality control or production integrity.

Overview of legal services project details including assignee and access level information.

Your projects can also be filtered by assignee using the Assignee dropdown, which is set to “all” by default.

Appoint a project assignee

You can appoint a project assignee from My Projects > [your project] > Project Settings icon Project Settings > Project Info (shown below), or directly from your project card.

Project information form displaying fields for project name, client code, and assignee.

  1. Click Edit Project Information.

  2. In the Assignee dropdown, select a user.

  3. Click Save Project Information.

Important

Users with the Upload Only access level cannot be a project assignee.

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