Important: Before redactions are applied the document must be imaged. When the document has been imaged, the image tab will appear in the Document Browser:
To create an image of a document, right-click on the document in the Document List and select "Image document".
Redaction Steps:
Right click on the document in the Document List and select “Flag for redaction”
By clicking on “Flag for redaction” the redaction tool button is activated on the Image tab:
Click on the Redactions tool button to use the mouse to outline the section(s) of the document to be redacted. A transparent shaded box is created over the selected section(s) of the document:
The Redact State column in the Document List updates to Pending:
To customize the appearance of the redactions, click the Redaction Settings button ( ) to open a window allowing these settings to be configured. The text is set for the entire matter.
Use the Reset button to return to the default values.
To Edit a redaction, right click on the redaction to access the redaction edit options (here the text on an individual redaction can be edited):
Redactions will remain as a shaded box until approved.
To approve a document with a Pending redaction state, select the document in the Document List, right-click and select Approve redaction.
The Redact State column of the Document List updates to Approved:
Once approved the document will reflect the selected text as a Redaction:
Redaction Log:
Comments entered in the Redaction Log Comment box at the bottom of the image appear on the Redaction Log which can be found on the Matter menu