Applying a Review Template will apply a standard set of redaction actions to all selected Pages. By selecting Apply Review Template, a Review Template can be applied to all the Pages in a Section or Folder in Document Management.
Steps to Apply Review Template
Follow the steps below to apply a review template to pages in Document Management.
Click Document Management > Search Folders.
Enter search criteria as necessary to locate the Folder you'd like to open and click Search.
From the search results, select the checkbox next to the Folder you'd like to open, and click Open Folders. The Document Management screen displays as shown below.
In the Documents pane, expand the folder containing documents for which you want to redact, and then click the page you want to redact. If the "Do you want to load an existing review layer?" message appears, click Yes, click a review layer, and then click Load.
In the Documents pane, right-click the name of the page, and then click Apply Review Template, as shown below:
After clicking Apply Review Template, the Review Templates window appears as shown below:
Under the Template Name column, click the template name you'd like to load.
After selecting a template name, fill in the fields on the Apply Review Template tab as needed. These are described in the table below:
Field | Description |
|---|---|
Document Scope | |
All Pages | Apply the selected review template to all available pages in Document Management |
Current Page | Apply the selected review template to the current page |
Selection | Apply the selected review template to the selected page |
Page Range | Apply the selected review template to a defined page range. If selected, also provide a range of pages to which the template will be applied |
Pages Containing Text | Apply the selected review template to pages containing specific text. If selected, also enter text to use to locate documents |
Select Review Template Action | |
Overwrite All Existing Redactions | Overwrite all existing redactions with the redactions included in the selected template |
Apply to Pages with No Existing Redactions | Overwrite any pages within the selected scope that don't currently contain redactions |
Add to Existing Redactions | Add all redactions contained in the template to existing redactions in the selected pages |
Set Document Review Flag | |
Set Document Review Flag | Set a document review flag with the review template. If selected, choose a flag from the drop-down list |
When all fields are filled in, click Apply Review Template to apply the selected template to the indicated page or pages.
If a review layer currently exists on the pages, the Review Layer Options window will pop up with options to Modify existing review layer. If creating a layer, enter a name for the new layer in the provided field and click OK.
After the process of modifying a layer or creating of a new layer finishes, click Close Window.
