Managing Self-Service Requests

The Self-Service tab allows you to view and process access requests for documents and workspaces made by users via the Self-Service dialog or NRL Handler.

Search Bar

You can filter the list of self-service requests by entering or selecting values in one or more of the following fields and clicking Search.

• Request ID
• Requester
• Receiver
• Status
• Client ID
• Matter ID

Requests

Details for all self-service requests are displayed newest first in a paginated list with the following columns.

Column	Description
Request ID	An automatically generated unique identifier for the request.
Requester	The full name of the user who requested access to the matter or document
Type	Indicates whether the request is for a workspace or document.
Client ID	The client number (alias) associated with the workspace or document.
Matter ID	The matter number (alias) associated with the workspace or document.
Document/Workspace Desc	The name of the workspace or document.
Status	Indicates whether the request is pending (Submitted), Approved, or Rejected.
Processed By	The name of the user who accepted or rejected the request. If the request does not require approval, the column displays Auto-Approved.
Receiver(s)
Requested Time	The date and time when the request was submitted.
Remarks
Actions	Buttons for approving the request, rejecting it, and resending notifications to approvers.