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".
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:
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