For clients who may be new to electronic review, sending PDFs or printing emails, one at a time, might seem like the easiest way to share content. Unfortunately, this slows down the entire review process, resulting in unnecessary time and money spent.
While we always recommend working with emails via MSG or within a mail store (such as a PST file), sometimes processing PDF and printed documents cannot be avoided during a review. If you find yourself in this situation, remember the importance of establishing proper document collection protocols from the start. Today I'm sharing the top seven questions to ask yourself to avoid redundancy and frustration in these situations, based on a decade of experience in the industry.