*This functionality is available for Advanced users only.
Custom Confidentiality Codes can be created, allowing you to code documents as confidential and endorse them with the appropriate confidentiality stamp.
- In Legacy databases, the confidentiality stamp is burned onto the images during Bates stamping. Apply confidentiality codes before you endorse.
- In NextGen databases, the confidentiality stamp is applied immediately when the code is applied. It is not tied to Bates stamping.
To locate the Confidentiality Code settings, in the top navigation of your database, click SETTINGS > Coding.
Scroll down to the Confidentiality Codes section, then click Create New.
Enter the new Confidentiality Code name, and click Create.
Using a NextGen database?
In NextGen databases, you can choose where the confidentiality stamp appears on the page (left, center, or right).
NextGen databases display the badge in the top left next to the name of your database.
Once created, the Confidentiality Coding option will be available for use in the Document Viewer.
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