Highlighting & Redacting Documents

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Use image markups to highlight and redact imaged documents. This article covers:

Make Highlights and Redactions

To add highlights or redactions to an imaged document, open the document and click the Image Markup icon at the top right of the Document Viewer.

Image Markup icon at the top right of the Document Viewer

At the top of the next screen, you can switch the Image Markup tool between two modes: Highlight and Redact.

Highlight

Go to the page you want to highlight and set the toggle on the right side of the screen to Highlight. You can optionally select an associated issue and add a note.

  • Click where you want the highlight to begin, then drag to complete it.
  • To add another highlight on the same page, repeat the click and drag.
  • To resize a highlight, click its edge and drag.

Click the orange Highlight button before moving to the next page. You will be prompted if you forget.

Image Markup tool in Highlight mode

Highlights do not burn onto productions

Highlights are internal work product. They are visible to your team in the Document Viewer, but they do not appear on exported or produced images unless you explicitly choose to include highlights when you export. Only redactions are always burned onto exported images.

Redact

Set the toggle to Redact, then select a redaction reason and style. You can optionally add a note.

  • Click where you want the redaction to begin, then drag to complete it.
  • To add another redaction on the same page, repeat the click and drag.
  • To resize a redaction, click its edge and drag.

Image Markup tool in Redact mode

Redactions are always burned onto exported images. See Important note on exporting redactions and highlights before exporting redacted documents.

Zoom on Image Markups

Click the Toggle Zoom button at the top right of the document, then hover over the document for a closer view. When you click to start a highlight or redaction, the zoom adjusts slightly to keep the text you are marking in focus.

Toggle Zoom button and zoomed document view

Review Highlights and Redactions on a Document

All highlights and redactions on a document are listed by page in the Annotations section of the sidebar.

Annotations section of the sidebar listing highlights and redactions by page

To view the document without image markups, click the Toggle Markups icon at the top right of the Document Viewer.

Toggle Markups icon in the Document Viewer

Filter for Highlights and Redactions

Use the Filter menu to limit results to documents with highlights:

Filter menu set to documents with highlights

Or to documents with redactions:

Filter menu set to documents with redactions

Export Highlights and Redactions

You can export image markups in both Discovery and Litigation using any of the three options below. Highlights are included in an export only when you select them. Redactions are always applied to exported images.

Option 1: Assemble as PDF

In Discovery: Go to the REVIEW tab and click the menu icon menu. Click Assemble as PDF and choose whether to include highlights, redaction notes, or page notes. Nextpoint will notify you when the PDF is ready to download.

Assemble as PDF options in Discovery

In Litigation: Go to the DOCUMENTS tab and click the menu icon menu. Click Assemble as PDF and choose whether to include highlights, redaction notes, or page notes. Nextpoint will notify you when the PDF is ready to download.

Assemble as PDF options in Litigation

Option 2: Export a single document from Document Options

In Discovery or Litigation, open an individual document and click the Document Options dropdown.

Document Options dropdown

Export Family exports the document's family to a PDF, with the option to include image markups and page notes. Make your selections and click Export. The PDF will begin downloading.

Export Family options

Generate PDF exports the individual document to a PDF. Select any image markups or page notes to include and click Generate PDF. The PDF will begin downloading.

Generate PDF options

Option 3: Export highlights using a load file

Load file templates define which fields are exported and how they are arranged. They are created as part of the export template process, and one load file template can be used by multiple export templates.

  1. In Step 4 of the export template process, click Create New. Name the load file template and select the fields to include in the export.

    Step 4 of the export template process

    Create New load file template

    Markup fields selected in the load file template

  2. Once the load file and export template are complete, select a folder and choose Export from the dropdown menu.

    Export option in the folder dropdown menu

  3. Name the export, choose your export template, and continue.

    Export name and export template selection

Nextpoint will generate ZIP archives and notify you when they are ready to download.

Important Note on Exporting Redactions and Highlights

Redactions: Once a redaction markup has been applied, the redaction will be in place on the image anytime that document is exported, and the underlying redacted search text will be removed from any provided text files. If you are including a metadata load file with your export, review the export closely for redacted fields such as author, recipient, or email subject. If those fields were redacted on the images or text, you will need to remove them manually from the metadata load file.

Highlights: Highlight markups will NOT be exported on your images unless you explicitly select them during the export process, as outlined above. Highlights do not remove or change any search text or metadata, so the metadata load file review described above applies only to redactions.

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