Marking a Document as Confidential

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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.

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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.

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