You can navigate to these sections by using the links below: To understand what permissions do and what permissions you may want to assign to users, read thelist of all Redact permissions below and then groups of permissions that you may want to assign to allow a user to perform specific types of workflows. Redact has permissions that you can give users that determine the actions they can take using this feature. After installation, it is up to the system and workspace administrators to grant additional Redact permissions to user groups per workspace. Note: All Redact permissions, including Redact mass operations, are granted to system and workspace administrators upon the initial workspace install. The Redact application is installed and ready for use in the workspace. Optionally, map the application fields to fields in the workspace as desired. The Select Library application pop-up displays.įilter the applications and select the RelativityOne Redact application. Select the Select from Application Library option. In the workspace, navigate to the Relativity Applications tab. To install the Redact application to a workspace of your choice: Optionally, you can create the following Redact fields before beginning the application installation process: Any unlocked documents can be exported using Import/Export once facade redactions is released. If you have documents that were locked by a production preparation project and you need to produce and export them, we recommend using Relativity Desktop Client (RDC). Once facade redactions is released, you will no longer be able to create new production preparation projects or run pre-existing ones. To learn more and prepare for the facade redactions feature release, see Facade redactions. The facade redactions update simplifies the separate workflows for producing marked up natives and producing marked up images into one standardized workflow. Additionally, new options in production sets will replace the need to use the production preparation project to burn in markups and lock native documents. The facade redactions feature updates how markups work on native documents so that they function the same as markups on images. Note: The production preparation project will be deprecated later in 2023 when all Redact workflows are updated to leverage facade redactions. To learn more, visit Automated production preparation project. To learn more, visit Searching for documents with Redact fields.Ĭreate and run a production preparation project to produce the spreadsheet and PDF files. To learn more, visit Reviewing markups to ensure accuracy.Ĭreate a saved search of marked-up documents to assist you in producing them. Review the markups to ensure quality control before production. To learn more, visit Automated spreadsheet markup project, Automated spreadsheet propagation project, Automated PDF markup project, Automated image markup project, and Automated image template project. To learn more, visit Using Find and Redact.Īpply markups automatically using project automation. Search for terms in spreadsheet files and apply markups to them. To learn more, visit Manual markups with spreadsheet files, Manual markups with PDF files, and Redacting PDF annotations and attachments. Identify a set of spreadsheet or PDF files that require markups.ĭo any of the following to apply markups to the set of documents:Īpply markups manually to the documents. While Redact is flexible enough to support different workflows, the following is a typical workflow: This page contains the following information: Once a project has been run, Redact also provides tools to make reviewing markups easy.įinally, running the production preparation project not only prepares spreadsheet and PDF files for production, but you can also retain a copy of each document in the project to make it easy to edit the produced documents in the future. You determine how a project applies markups by creating rules that establish what words, terms, or regular expressions will receive markups. With Redact, you can apply markups to imaged documents, spreadsheet files, and PDF files either manually or automatically as part of a project.
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