Marking a Document as Confidential


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 Confidential Coding are of the Coding Fields section and make your selection, then click Update or Update & 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.


After you have updated the document(s) the Confidentiality stamps will automatically be endorsed on the bottom right of each page of a document designated with confidentiality.


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