Annotation Profiles

Use the Annotation Profiles page to set the default values for the appearance of annotations (such as redactions and highlights), as well as endorsements (such as a bates number or confidentiality notice), on exported images.

To view the Annotation Profiles page

  1. Click Review > Productions & Exports > Annotation Profiles.

To add an annotation profile

  1. On the Annotation Profiles menu bar, click .
  2. On the Annotation Profile section, do the following:
    • Profile Name: Enter the name of the annotation profile.
    • Matter Scope: Select matter where this profile is available (either the current matter or all matters).
    • Repository Scope: Select repository where this profile is available (either the current repository or all repositories).
    • Allow Redactions: Select to include redactions in exported documents.
    • Allow Endorsements: Select to include endorsements in exported documents.
    • Allow Highlights: Select to include highlights in exported documents.
  3. Click Save.

To add an endorsement to an annotation profile

  1. On the Annotation Profiles section, locate and click the profile you want to receive an endorsement.
  2. In the Annotation Profile section, click Add Endorsement.
  3. On the Add Endorsement window, do the following:
    • Dynamic: Do one of the following:
    • If Static endorsements are required (such as CONFIDENTIAL on all documents), clear Dynamic and add the desired text to the Dynamic Text Field.
    • If Dynamic endorsements are required, select Dynamic and select the desired text in the Dynamic Text Field. (These are controlled by the values in an Endorsement Tag field.)
    • First Page Only: Select for the endorsement to appear on only the first page of the exported documents. Clear for the endorsement to appear throughout the document.
    • Dynamic Text Field: Select or enter the text of the Coding Field Attribute for which the endorsement will be included.
    • Select Position, Font Style, Font Size, and Font Color of the endorsement on the exported documents.
  4. Click Add.

To edit an annotation profile

  1. In the Annotation Profiles section, locate and click the profile you want to edit.
  2. Update the Annotation Profile section accordingly.
  3. To update an endorsement, in the Endorsement menu bar, click the Action icon and select Edit, then update the Endorsement section accordingly.
  4. Click Save.

To clone an annotation profile

  1. On the Annotation Profiles section, locate the profile you want to clone and click its Action icon .
  2. Select Clone.
  3. Note: All information about the annotation profile, expect the Profile Name, appears in the Annotation Profile and Endorsement sections.

  4. Enter a Profile Name and update the Annotation Profile and Endorsement sections accordingly.
  5. Click Save.

To delete an annotation profile

  1. On the Annotation Profiles section, locate the profile you want to delete and click its Action icon .
  2. Select Delete.
  3. On the Delete Confirmation window, click Delete.

To delete an endorsement

  1. On the Annotation Profiles section, locate the and click the profile with the endorsement you want to delete.
  2. In the Endorsement menu bar, click the Action icon and select Delete.