How do I Create an Auto Review Pool?
- From Tools-> Case Settings-> Review->Review Management->Workflow ->Review Pools.
- Select “New Auto Pool” and enter pool name in “Review Pool Name”.
- For “Document source” Select a Review Criteria.
- For “Batching Criteria” Select another Review Criteria.
- For “Review Criteria” Select another Review Criteria. Also add new Review Criteria by click on “Add” button.

NOTE: The Review Criteria should be Unique while selecting the above fields. - In “Batch Size” enter the number of documents that should be bucketed in a single batch.
- By using “Sort Batches By”, you can sort the documents in ascending or descending order based on the selected Metadata.
- In “Permissions” Select users who will access the pool.

- Then click on “Save” button to save the New Auto Pool.