Creating a Confidentiality Code in Review

Follow

*This functionality is available for Advanced users only.

Custom Confidentiality Codes can be created, allowing you to code documents as confidential, and instantly endorse them with the appropriate confidentiality stamp.

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.

NEXTPOINT__Confidentiality_Codes_Screenshot_Update.png

 

Enter the new Confidentiality Code name, and click Create.

Review_Confidentiality_Setup.png

 

Once created, the Confidentiality Coding option will be available for use in the Document Viewer.

Review_Confidentiality_Document_Viewer.png

 


Return to Review Workflow

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.