Automated spreadsheet propagation project

The spreadsheet propagation project can be used to take the markups applied to an Excel spreadsheet and apply them to another group of Excel documents that require similar markups. You can also take markups applied to a .csv document and apply them to a different group of .csv documents. This project uses a saved search that contains the source documents and a saved search with documents you wish to apply markups to and it propagates the markups based on a duplicate identifier such as MD5 Hash.

Before you begin

To run this project, you will need a source saved search that contains only the Excel or .csv documents with markups that you wish to apply to other documents. Additionally, every document in this search should have a duplicate identifier field selected. This saved search should not include any duplicate documents.

You will also need a destination saved search that contains all of the Excel or .csv documents that you wish to receive markups. Both saved searches should only contain either Excel documents or .csv documents. These documents should not contain any redactions, otherwise, they will be skipped by the project. Documents in the previous, source saved search should not be included in this destination saved search. Document duplicates are identified by the project based on the selected duplicate identifier field.

Note: Spreadsheet propagation projects are not compatible with saved searches that use nested relational conditions. Using a nested saved search may result in a project that does not successfully complete.

Creating a spreadsheet propagation markup project

To create a spreadsheet propagation markup project, do the following:

  1. Navigate to the Redact Projects tab.

The Redact Projects tab.

  1. Click the Create new project button.
  2. Select the Spreadsheet propagation project option.
  3. Complete the Create spreadsheet propagation project section fields. To learn more, visit Fields.
  4. Click Save.

Fields

The following fields display in the Create spreadsheet propagation project section:

  • Project Name — enter the name for this new project.
  • Duplicate Identifier — select the identifier that is assigned to the documents in the source saved search.

Source Documents

  • Saved Search — click on the drop-down menu and select the saved search that contains either only Excel or .csv documents with markups that you wish to use as the source to be applied to another group of Excel or .csv documents. Optionally, you can enter a term or terms into search box at the top of the menu to help narrow results and find the desired saved search.
    Note: Spreadsheet propagation projects are not compatible with saved searches that use nested relational conditions. Using a nested saved search may result in a project that does not successfully complete.
  • Markup Set — click on the drop-down menu and select the markup set that either contains markups used on the documents in the source saved search or if that is not possible, select the markup set that contains similar markups.

Destination Documents

  • Saved Search — click on the drop-down menu and select the saved search that contains either only the Excel or .csv documents that you wish to receive markups from the source documents. Optionally, you can enter a term or terms into search box at the top of the menu to help narrow results and find the desired saved search.
    Note: Spreadsheet propagation projects are not compatible with saved searches that use nested relational conditions. Using a nested saved search may result in a project that does not successfully complete.
  • Markup Set — click on the drop-down menu and select the markup set that you wish to use to apply markups to the destination Excel or .csv documents.

Running the project

Once you have created a project, you can run it to apply markups. To learn more, visit Running and reverting a project.

Note: If a document that is too large is included in a project, it may not receive markups. The maximum file size for documents that can be opened in the Viewer and receive markups is determined by the MaximumNativeSizeForViewerInBytes instance setting. Increasing this instance setting's value can negatively impact Relativity's performance.

Reviewing markups

After markups have been placed, it is a best practice to perform quality control on documents before they are produced. To learn more about how to do this using Redact, visit Reviewing markups to ensure accuracy.