Redact

Note: Redact is only compatible with Review and not the Classic/HTML Review Interface. To learn more about how to determine the default Viewer, visit Users.

Redact allows you to apply markups to imaged documents, Excel files, and PDF files either manually or automatically as part of a project. You determine how a project applies markups by creating rules that establish what words, terms, and/or regular expressions will receive markups. Once a project has been run, Redact also provides tools to make reviewing markups easy. Finally, running the production preparation project not only prepares Excel 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.

This page contains the following information:

Example Redact Workflow

While Redact is flexible enough to support different workflows, the following is a typical workflow:

  1. Identify a set of Excel or PDF files that require markups.

  2. Do any of the following to apply markups to the set of documents:

  3. Review the markups to ensure quality control before production. To learn more, visit Reviewing markups to ensure accuracy.

  4. Create a saved search of marked-up documents to assist you in producing them. To learn more, visit Searching for documents with Redact fields.

  5. Create and run a production preparation project to produce the Excel and PDF files. To learn more, visit Automated production preparation project.

Redact Permissions

Redact contains a number of permissions that you can grant to users to determine what actions they can take using this feature. To help make it easy to understand what permissions do and what permissions you may want to assign to various users, there is a comprehensive list 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. You can quickly navigate to these sections by using the links below:

When assigning Redact permissions, it is important to note that the Native PDF Redactions​, Native Excel Redactions, and​ Image Redactions permissions let you apply markups across a set of documents and/or apply markups manually in the Viewer for their respective file types. To help you understand what happens if these permissions are not granted to a user, a description of what a user cannot do without each permission is included below.

  • Native PDF Redactions​ - Users will not see PDF markup projects or Redact Markup Navigator features in the Viewer for native PDFs without this permission. Additionally, users will not be able to automatically or manually apply markups on native PDF documents.​

  • Native Excel Redactions - ​Users will not see Excel markup projects or spreadsheet propagation projects without this permission. Additionally, users will not see Redact Markup Navigator features in the Viewer for native Excel documents without this permission. They will also not be able to automatically or manually apply markups on native Excel documents.

  • Image Redactions - ​Users will not see the image markup project or image template projects without this permission. Additionally users will not see Redact cards in the Viewer for images without this permission. They ​will also not be able to apply redactions and/or highlights on the Document object.

Note: All Redact permissions, including Redact mass operations, are granted to system and workspace administrators upon the initial workspace install. After installation, it is up to the system and workspace administrators to grant additional Redact permissions to user groups per workspace.

All Redact permissions

The following permissions are needed to use each part of Redact:

Object Security Tab Visibility Mass Operations
  • Redact - View, Edit, Delete, Add
    • Place/Edit Manual Redaction
    • Place/Edit Manual Highlight
    • Clear Markups
    • Unhide Excel Content
    • View Quality Control Entries
    • Accept/Reject Quality Control Entries
    • Input Custom Redaction Text
    • Native PDF Redactions
    • Native Excel Redactions
    • Image Redactions
  • Redact Produced Document - Add, Edit, Delete
  • Redact Redacted File - Add, Edit, Delete
  • Redact
    • Redact Projects
    • Redact External Markups
    • Redact Audits
    • Redact Reports
    • Redact Settings
    • Redact Redacted File
  • Convert Spreadsheets Markup

  • Revert Native Redactions

  • Unhide Excel Content

Native PDF Redactions permissions

To enable a user to complete the following tasks:

  • Create and run PDF markup projects.

  • Manually apply markups on native PDF documents in the Viewer.

  • ​QC markups that were applied automatically by Redact projects.

  • Edit the redaction text that has been applied to native PDF documents.

  • Create and run production preparation projects for native PDF documents.

Assign them the following permissions:

  • Native PDF Redactions

  • Place/Edit Manual Redaction

  • Place/Edit Manual Highlight

  • Clear Markups

  • Accept/Reject Quality Control Entries

  • Input Custom Redaction Text

  • Redact Produced Document

Native Excel Redactions permissions

To enable a user to complete the following tasks:

  • Create and run Excel markup projects and automated spreadsheet propagation projects.

  • Manually apply markups to native Excel documents in the Viewer.

  • QC markups that were applied automatically by Redact projects.

  • Edit the redaction text that has been applied to native Excel documents.

  • Create and run production preparation projects for native PDF documents.​​

Assign them the following permissions:

  • Native Excel Redactions

  • Place/Edit Manual Redaction

  • Place/Edit Manual Highlight

  • Clear Markups

  • Unhide Excel Content

  • View Quality Control Panel

  • Accept/Reject Quality Control Entries

  • Input Custom Redaction Text

  • Redact Produced Document

Image Redactions permissions

To enable a user to complete the following tasks:

  • Create and run image markup projects and image template projects.

  • Manually apply markups to imaged documents in the Viewer.

  • QC markups that were applied automatically by Redact projects.

  • Edit the redaction text that has been applied to native imaged documents.

  • Create and run production preparation projects for imaged documents.​

Assign them the following permissions:

  • Redact permissions

    • Image Redactions

    • Place/Edit Manual Redaction

    • Place/Edit Manual Highlight

    • View Quality Control Panel

    • Accept/Reject Quality Control Entries

    • Input Custom Redaction Text

    • Redact Produced Document

  • Document object permissions

    • Redact Document

    • Highlight Document

Redact Production Preparation permissions

If enabled, the production preparation permissions allow a user to do the following:

  • Redact Produced Document - This permission is required to see the corresponding field when creating and running a production preparation project.​

  • Redact Redacted File - This permission is assumed, and removing this permission does not impact a user's access to Redact. All RDOs have a corresponding permission by default.​

Redact Mass Operations permissions

If enabled, the mass operations permissions allow a user to do the following:

  • Convert Spreadsheet Markups - View and use the Convert Spreadsheet Markups mass operation. To learn more, visit Convert Spreadsheet Markups.​

  • Revert Native Redactions - View and use the Revert Native Redactions mass operation.​

  • Unhide Excel Content - View and use the Unhide Excel Content mass operation.​

Markup set permissions

Individual markups are securable using permissions, therefore, a user will be able to take the following actions with each permission that has been enabled for them:

  • View - The ability to view a given markup set.

  • Edit - The ability to edit a given markup set's properties. (This does not allow a user to edit an actual markup however).​

  • Delete - The ability to delete a given markup set. (This does not allow a user to delete an actual markup however).

  • Add - The ability to create a new markup set. (This does not allow a user to add an actual markup however).

  • Edit Security - The ability to change the permissions for a given markup set.

Permissions for redacting documents outside of Relativity

The following Document object permissions may be needed to redact documents outside of Relativity:

  • Upload/Add/Delete Image - A user should be granted these permissions if they are redacting images outside of Relativity.​

  • Replace Document - A user should be granted this permission if they are redacting native documents outside of Relativity. This permission allows users to replace native documents.​

  • Create PDF - A user should be granted this permission if they have a workflow to redact a PDF of a native document.​

  • Local Access (Download, Copy Text) - A user should be granted this permission if they want to download the native document, redact the copied native document, and then re-upload that document to Relativity.​​