To mark a document as Confidential, first create a Confidentiality Code in your Settings, click here to learn how.
Then when reviewing a document go to the Discovery Fields and navigate to the Confidentiality Status box and make your selection. Click Save or Save & Next to save and go to the next document.
You may also add Confidentiality Coding in bulk by using the Bulk Edit feature, click here to learn how.
Any document(s) that has been assigned a Confidentiality stamp will be automatically endorsed at the time of bates stamping. Each page of that document will be designated with the selected confidentiality.
Using a NextGen database?
If you see in the top left next to the name of your database, the Confidentiality stamp will appear on the face of every page of the document at the time the code is applied (it is not tied to Bates stamping)
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