Configuration

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You can configure the default Document Management display options using the Show drop-down menu on the Document Management toolbar.

Steps to Configure Document Management Using the Show Menu

  1. Open a document in Document Management

  2. Click the Show drop-down menu. The menu will expand as shown below

Menu options for document review including redaction codes and review comments.

  1. Click the items you want to show or hide as necessary

NOTE: The icon indicates that an item will be shown.

The items available on the Show menu are explained below

Field

Description

Redaction Codes

Displays the Redaction Codes inserted into a document.

Review Comments

Displays comments added to Redactions.

Document Review Flags

Displays document review flags such as "Disclosed in Part" next to the corresponding pages in the Document Tree.

All Redactions Opaque

Displays Redactions where selected text cannot be seen.

All Redactions Translucent

Displays Redactions where selected text can be seen, but not clearly.

All Redactions Transparent

Displays Redactions where selected text can be seen clearly.

All Redactions as Applied

Displays the Fill Mode for Redactions as originally applied.

Document Tree

Displays a structure that includes the File Cabinet Drawers, Folders, Sections and Pages. The tree expands down from the root object. The root object for Document Management is the File Cabinet labeled "Documents".

Review Tool Bar

Displays a Review Tool Bar menu that allows you to select which review tools displays on the toolbar.

Legend

Defines the various icons and color codes used on the Document Management screen.

My Jobs

Displays a list of all jobs submitted by the user. You can view the status of a job, download documents contained in a job, or delete a job.