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Marking a Document as Confidential

To mark a document as Confidential, first create a Confidentiality Code, click here to learn how.

Then when reviewing a document go to the Confidential Coding are of the Coding Fields section and make your selection, then click Update or Update & Next to save and go to the next document. You may also add Confidentiality Coding in bulk by using the Bulk Edit feature, click here to learn how.

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After you have updated the document(s) the Confidentiality stamps will automatically be added the document pages.

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Return to Review Workflow

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