Work with annotations

An annotation is a note, redaction, or highlight that is made to a document. Administrators set up annotations as required for reviews.

Use the annotations feature to perform the following tasks:

Create annotations

Set security for annotations

Edit properties of annotations

Delete annotations

For information about how to create and manage annotations for transcripts, see Manage transcript annotations.

Create annotations

To create redactions or highlight annotations:

On the Case Home page, under Case Setup, click Annotations.

Click Add.

To create a redaction annotation, select Redaction. Type a Name and Redaction label.

To create a highlight annotation, select Highlight. Type a Name and click the box to select a highlight color.

Click Save.

Set security for annotations

Administrators set the security for annotations to determine which users have the ability to view or edit the annotations. Security is especially important with redactions, because only users with the appropriate access can view information that is hidden under a redaction.

By default, for new annotations, the security settings for your current group are Allow and Write. For all other groups, the default setting is Deny.

For information about how to set security for multiple annotations at the same time, see Work with security for objects.

To set security for redactions and highlights:

On the Case Home page, under Case Setup, click Annotations.

Click the name of a redaction or highlight.

In the navigation pane, click Security.

Depending on which groups you want to set security for, do the following:

To change the security for a user group, hover over the row for the group, and then select an option.

To change the security for all user groups, select an option in the heading row. Then click OK.

The following security settings are available.

Permission	Redaction annotation	Highlight annotation
Deny	Denies group members access to the redaction. Note: Group members can view any hidden content underneath the redaction.	Group members are unable to view the highlight in a document or image.
Allow	Group members can toggle the redaction on or off to view content underneath the redaction.	Group members can view the highlight but are unable to remove the highlight.
Write	Group members can view, create, edit, or delete the redaction.	Group members can view, create, edit, or delete the highlight.
Branded	Group members can view the redaction, but are unable to view hidden content underneath the redaction.	Branded is not a valid option for highlights.

Edit annotation properties

To edit the properties for an annotation:

On the Case Home page, under Case Setup, click Annotations.

Click the name of a redaction or highlight.

Edit the redaction by changing its Name or Redaction label.

Edit the highlight by changing its Name or clicking the box to select a highlight color.

Note: If you change the color of a highlight that is already used on documents, the color of existing highlights is unchanged.

Click Save.

Delete annotations

To delete annotations:

On the Case Home page, under Case Setup, click Annotations.

Select the check box next to the annotation that you want to delete.

Click Delete.

If the annotation is used on any documents, click View documents to view the documents that contain the annotation.

Caution: If you delete an annotation that is used on documents, the annotation is removed from the documents.

Click OK.