Reviewing markups to ensure accuracy

After markups have been applied, whether it be manually or automatically by a project, it is important to review them for quality control purposes. The Redact Navigation pane allows you to track whether a markup has been reviewed and remove any markups that are no longer needed. Alternatively, to ensure that automated projects applied markups correctly, you can use Markup Review to compare the number of matches found in the extracted text of a document versus the number of markups that were applied by the project(s) to help you identify discrepancies before producing documents.

Using the Redact Navigation pane to review markups

The Redact Navigation pane offers you the ability to indicate that a markup has been approved and/or you can remove any markups that are no longer needed as you perform quality control. After a markup has been applied to a document, the file will be marked with Yes for the Redact - Has Native Redactions field. You can then create a saved search using that field to organize a set of documents that have had markups applied in Redact. For more information on this, see Searching for documents with Redact fields.

After opening a document in the Image Viewer, click the Redact icon in the bottom-left to expand the Redact Navigation pane. Each markup is displayed in its own row that provides additional information described below. Optionally, you can click the approve icon to approve a markup or click the reject icon to remove the markup from the document as part of your quality control process. If you want to approve all markups, click Accept all or if you want to reject all markups, click Reject all.

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The following columns display in the Redact Navigation pane:

Column Name

Description

Origin

One of the following icons display in this column to indicate where a markup came from:

  • Manual icon - indicates that the markup was applied manually.

  • Project icon - indicates that the markup was applied through automation by running a project.

Accept/Reject

This optional column allows you to review markups that have already been applied. The Accept/Reject column can be in one of the following states depending on which icons have been selected:

  • Not Set - Neither approved or rejected have been selected for this markup. The applied markup function normally.

  • Approved - If selected, the applied markup has been approved for production and will function normally.

  • Rejected - If selected, the applied markup will be removed.

Page Displays the page number where the markup is located.
Marked Text Displays the text that is obscured by each markup.
Name Displays the name of the rule that applied each markup. Only markups applied by a project will have an entry in this column.
Markup Type Displays whether the markup is a highlight or redaction. Optionally, you can click on the Markup Type to navigate to the markup within the document.
Markup Subtype If the markup is a highlight, this column displays the name of the color used in the highlight. If the markup is a redaction, this column display the name of the redaction type.
Markup Text If a text redaction is used, this displays the text contained within each text redaction.
Markup Set Displays the name of the markup set used to apply each markup.
Project Displays the name of the project that applied each markup in the document.
Match Text Displays the specific text that was matched by the provided rule from each automated project.
Rule Displays the name of the rule that resulted in the match from the automated project.

Reviewing markups using Markup Review

Note: As of July 30, 2021, the Redact QC card has been moved to the Redact Markup Navigator and renamed Markup Review to make it more centrally located in the user interface and convenient to use.

After running an automated project, it is a best practice to review documents and ensure that all sensitive information has been properly redacted and/or highlighted. To aid you in this process, the Viewer has Markup Review. Click on the Redact Spreadsheet Markup Navigator and ensure that Markup Review is selected.

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Markup Review contains a view, Image Quality Review, that allows you to compare the number of matches in the extracted text of a document as determined by the rules in the project you ran versus the number of markups applied to the document. You can use this view to find discrepancies and ensure that markups are applied to all of the correct information before production.

The following columns display in Markup Review:

Column Name Description
Type Displays whether each rule was a regular expression or word/phrase.
Rule Displays the name of the rule in a previously ran project that has a match either in the normal text or extracted text of the document.
Placed Displays the total number of markups applied to this document.
Expected Displays the total number of matches in the extracted text of the document. If this number is higher than in the Placed column, carefully review the document to ensure that there is not any sensitive information that could be exposed after production.