Add to Request Folder

Updated

Updated on Feb 13, 2026
Published on Jan 29, 2026

1 minute(s) read

Article summary

Before documents can be delivered, they must be added to the Request Folder.

Steps to Add Documents to the Request Folder

Open the Request for which you'd like to add documents to the request Folder, then click Electronic Document Review > EDR Document Review.
Select the folders/pages you want to add to the Request Folder, then click Add To Request Folder, as shown below.

NOTE: This option will be grayed-out if your administrator has configured the system to require response package approval prior to allowing document delivery.

After clicking Add to Request Folder, the Add to Request Folder-Import selected EDR documents to the Document Management screen displays as shown below:
Fill out the fields on this page as needed. These are described in the table below:

Field	Description
Add Documents From
Documents	Add documents from Documents. If selected, also select either Only Selected or All to specify which documents will be added.
Review Lists	Add documents from Review Lists. If selected, also select a review list from the drop-down menu.
Search Criterias	Add documents from Search Criteria. If selected, also select search criteria from the drop-down menu.
Folder Structure in DM
Add Each Document to Document Management As Individual Folder	Add each document as an individual folder.
Add All the Documents into One Folder Separated by Sections	Add all documents into one folder, separated by sections.
Folder Information
File Cabinet Drawer	File Cabinet Drawer to add documents to
Folder Name	If the Add All the Documents into One Folder Separated by Sections option is selected above, this field defines the folder where the documents will be added
Start Time
Start Date/Time	Add documents automatically using Start Now, or specify the date and time to start adding the documents using Start Later. If Start Later is selected, a calendar and clock icon displays so that users can specify the date and time.

Click Add to Request Folder. The Add to Request Folder-Import selected EDR documents to the Document Management screen will close, and a message will display as shown below:
Click OK to close the message window and return to the Document Review screen.

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