Document Review

Document Reviews in Protege Counsel allow users to specify the parameters for analyzing content based on specific document policy configurations. Each document review type can comprise multiple policy groups, providing comprehensive assessment criteria tailored to different document types or contexts.

Overview:

Document Reviews serve as customizable frameworks for evaluating content, enabling users to define the scope and criteria for analysis according to their requirements. By assigning policy groups to document review types, users can ensure a thorough examination of content for legal risks and compliance considerations. Example Document Review Types:

1. Marketing Material Review:

   • Policy Groups:

     • Core SaaS Policies

     • Marketing Compliance Guidelines

     • Branding and Messaging Standards

2. Document Request Review:

   • Policy Groups:

     • Sender Identification

     • Requirements Policy

     • Case Number Identification

3. Social Media Review

   • Policy Groups:

     • Claims Policy

     • Trademark Policy

     • Sponsorship Disclosure Policy

Managing Document Reviews:

Document reviews can be managed and different Policy Groups attached as needed. To make a change, users should write into support to create Policies, adjust Policy Groups, or create new Document Reviews to accommodate evolving company requirements. The support email is [email protected], or you can use your shared external channel with the Protege team.

If you have any questions or need assistance with setting up or managing document reviews, please don't hesitate to reach out to our support team for guidance. We're here to help you optimize your content review workflows and ensure compliance with ease.