Add Documents (Local or Network Drive)

Field

Description

Document Management Options

File Cabinet Drawer

The File Cabinet Drawer to which documents will be added.

Option for Adding Pages

Add each file as a separate folder: If selected, each file will be added as a separate folder)

or

Add all files to a single folder: If selected, enter a folder name and select one of the two following options):

• • • Add files directly to the folder: If selected, files will be added directly to the folder)

    • Add each file as a separate section under the folder: If selected, each file will be added as a separate section under the folder)

Document Format (Image/Native)

Add pages in Image Format (Redaction Enabled: If selected, pages will be added in redaction-enabled format

or

Add files in Native format (Redaction Disabled): If selected, documents will be added in native format, with redaction disabled

Create Folder to Manually Create Sections and Add Files

Create a placeholder folder where folders and files can be added manually. Click Create Folder to Manually Create Sections and Add Files under Other Option, enter all information as necessary, then click Create Folder. The fields are described under the Create New Folder section.

Add Documents (content seen here depends on the method used to add documents)

Add Documents

Add to the Review Log Request # or Add Documents to the Request Folder of Request #

or

Open in Document Management upon Job Completion

Drag and Drop Zone

Use the Attach Files button to select files to attach. Scan File to scans files, and the Drag and Drop Zone to drag and drop files for upload. All added files display under the Files List.

Auto-Redact

These options appear if AI Redaction is enabled.

Redact Sensitive Information Automatically

Select the Redact sensitive information automatically checkbox to redact these documents automatically using the AI Assistant feature.

Redact Using the AI Redaction Template

Selecting the Redact sensitive information automatically checkbox enables the Redact Using the AI Redaction Template drop-down, where you can select an AI Redaction Template to apply to the incoming documents.