For Attorneys & Administrative Assistants

Control of Changes Made by Others

Using IntelliPad’s Primary User Feature

Optional primary attorney control of changes to contacts

A “Primary User” can be assigned to each contact, typically the attorney who originally added it. With this option, each time another attorney makes a change to the contact in Outlook, the primary receives an email requesting their approval. This email provides a link to a web page showing the change details; the primary can accept or reject the change — there are a number of options for the functionality of this page.
A time limit can be set for the response by the primary; if none, the change will continue through the normal data steward and IntelliPad update process. If the primary rejects the change, an email with comments is sent to the attorney who made the change.