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Get Document Tracking/routing/action Slip
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How to use or fill out the DOCUMENT TRACKING/ROUTING/ACTION SLIP online
Filling out the Document Tracking/Routing/Action Slip online is a straightforward process that ensures efficient document management. This guide provides clear instructions for completing each section of the form to facilitate proper handling of documents.
Follow the steps to accurately complete the form.
- Click the ‘Get Form’ button to access the Document Tracking/Routing/Action Slip and open it in your online editor.
- Enter the reference number in the designated field at the top of the form. This number helps track the document throughout its lifecycle.
- Fill in the 'From' section with your name or the name of the office submitting the document.
- Specify the subject matter in the corresponding field. Provide a brief description of the issue or topic the document addresses.
- Record the date received in the appropriate space. This date is essential for tracking the timeliness of the document handling.
- Select the action to be taken from the list provided. You may choose options like 'Appropriate Action,' 'Comment/Evaluation,' or others as applicable.
- Complete the remarks section with any additional information or notes relevant to the document. Ensure clarity and completeness in your comments.
- If needed, ensure that any additional offices or individuals are indicated in the 'REFERRED TO' and 'REMARKS' sections.
- Once you finish completing the form, review all entries for accuracy. Ensure that no fields are left incomplete.
- Lastly, save your changes, download the form, print it for physical records, or share it with relevant parties as needed.
Start filling out your documents online today for efficient management!
Routing slips are a way of bringing either matter records or matter documents to the attention of an individual from whom an action or response is needed. Routing slips are typically accessed by legal staff, but Key Personnel users can take action on Routing Slips if they have viewing/editing permissions enabled.
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