Finding and filtering reviews

The Reviews page lists every contract review in the account. The default view is the Pending reviews tab.

Tabs

• Pending reviews - reviews assigned to you that are Processing, Ready or In review.
• Closed reviews - reviews assigned to you that are Completed or Closed.
• Unlinked reviews - reviews in the account that aren’t linked to a matter.
• All reviews - every review in the account, regardless of who it is assigned to or what status it is in.

Search and sort

Type in the search bar at the top of the page to find reviews by Address, Filename, or Title Reference, then press enter. The search filters within the current tab.

Click any column header to sort by that column. Reviews are sorted by Submitted date by default, newest first.

Row actions

The action menu on each row offers:

• Open - open the review.
• Link to matter, or Change matter and Unlink from matter on a linked review. See Linking reviews to matters.
• Assign to user - reassign the review to another team member. See Reassign document to another user.
• Download original - download the contract PDF that was uploaded.
• Close review - close a review that is Ready or In review, with a reason.
• Reopen review - reopen a closed review to the status it was closed from.

For what each status means, see Understanding review states.

FAQ

How do I see reviews assigned to someone else?

Use the All reviews tab. It shows every review in the account, regardless of who it is assigned to.

Why isn’t the search finding my client’s name?

The search covers property address, filename, and title reference only. To find reviews linked to a particular client, open the contact’s profile and use the Reviews tab there.

A new review is at the top of the list. Why?

Curia checks for updates while the page is open. When a teammate uploads a new contract, or another review’s status changes, a New reviews available link at the top brings the list up to date.