- How to use the Image Markup tool to make highlights and redactions
- How to filter for highlights and redactions
- How to export highlights and redactions to a PDF
- How to export highlights and redactions with a load file
How to use the Image Markup tool to make 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: Page through an entire document to add a highlight box, an optional corresponding issue, and/or a note.
- Redact: To start redacting a document, simply toggle to Redact mode and add your redaction reason, style and optional note.
You can add multiple highlight or redaction boxes to one document. 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.
How to filter for highlights and redactions
You can use the Filter menu to limit results to documents with highlights:
Or to filter for all documents with redactions:
How to export highlights and redactions
There are several ways to export image markups in both Review and Prep.
1. Assemble as PDF
In Review, 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 Prep, 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. Under Document options
In either Review or Prep, 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.
How to export highlights using a load file
Load file templates define which metadata is to be exported and how the fields are separated and arranged.
Load file templates are only created as part of the export template process. 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.
To include any image markups in your load file, the following options are available:
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.