How to work with Image Markups (highlights and redactions):
To make redactions or highlights on an imaged document, click the document you would like to make changes to. Then click on the Image Markup viewer tool icon at the top right of the Document Viewer.
At the top of the next screen, you can toggle the Image Markup tool between two modes:
- Highlight: Locate the page and excerpt which you would like to highlight and ensure the toggle on the right side of your screen is set to Highlight, select an associated issue, and add a note (both optional). Click your cursor where you would like to begin your highlight and simply drag and drop to complete. If you would like to add an additional highlight on the page, repeat the click, drag and drop sequence mentioned above. If you would like to resize the highlight box, click the edge and resize accordingly.
Click the orange Highlight button before moving on to the next page (you will be prompted).
- Redact: To start redacting a document, toggle to Redact mode, select your redaction reason, style, and add a note (optional). Click your cursor where you would like to begin your redaction and simply drag and drop to complete. If you would like to add an additional redaction on the page, repeat the click, drag and drop sequence mentioned above. If you would like to resize the redaction box, click the edge and resize accordingly.
To get started, simply click the Toggle Zoom button at the top right of your document and hover of the document for improved visibility. Once you click to make a highlight or redaction, the zoom will reset slightly to ensure it is zooming on the text as you make your markup.
Once you've highlighted or redacted your document, you can see all highlights and redactions for that particular document listed by corresponding page in the "Image Markups & Page Notes" section of the sidebar.
If you need to view a version of your document without image markups, click the Toggle Markups viewer tool icon at the top right of the Document Viewer.
You can use the Filter menu to limit results to documents with highlights:
Or to filter for all documents with redactions:
There are several ways to export image markups in both Discovery and Litigation.
1. Assemble as PDF
In Discovery, select the REVIEW tab and click the menu. Click "Assemble as PDF" and choose to include highlights, redaction notes or page notes. Nextpoint will notify you once the PDF is assembled and ready for download.
In Litigation, select the DOCUMENTS tab and click the menu. Click "Assemble as PDF" and choose to include highlights, redaction notes or page notes. Nextpoint will notify you once the PDF is assembled and ready for download.
2. At Document-level via Document Options
In either Discovery or Litigation, click into an individual document and open the Document options dropdown.
Select Export Family to export a document's family to a PDF with the option to include any image markups and page notes. Once you have finished making your selections, click Export and your PDF will begin downloading.
Select Generate PDF and select any image markups or page notes that you would like included in the PDF. Then, click the Generate PDF button and your PDF will begin downloading.
Load file templates are only created as part of the export template process and define which fields are exported and how they are arranged. Once created, the same load file template may be referenced by multiple export templates.
When you click Create New in Step 4 of the export template process, you will be prompted to name your new load file template and select the fields that will be included in the export.
Once your load file and export template are completed, select a folder and choose Export from the drop-down menu.
Name your export, choose an appropriate export template and proceed.
ZIP archives will be generated and Nextpoint will notify you when they are ready for download.
Important Note on Exporting Redactions/Highlights
Once a redaction markup has been applied, anytime that document is exported, the redaction will be in place on the image and the underlying redacted search text redacted from any provided text files. If you are providing a metadata load file with your export, it is recommended you review your export closely for any redacted fields such as author, recipient, email subject, etc.. If those fields have been redacted on the images/text, they will need to be manually removed from your metadata load file.
On the other hand, if highlight markups are made on an image, they WILL NOT be exported on your images unless explicitly selected during the export process as outlined above.
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