Marking a Document as Confidential

Follow

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.

coding_panel_confidential.png

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.

document_confidential.png

Return to Review Workflow

0 out of 1 found this helpful

Comments

0 comments

Article is closed for comments.