Work with Bulk annotations
The Bulk Annotations feature allows users to apply highlights or redactions to multiple documents simultaneously. This topic describes how to administer this feature.
For information about how to apply bulk annotations to documents, see Work with Bulk annotations.
Grant group leaders and group members administrative access to the Bulk Annotations page
You can grant group leaders and group members access to the Manage Documents > Bulk Annotations page. For information on how to grant access, see Grant administrative access.
Enable the Bulk Annotations feature
To enable the Bulk Annotations feature, administrators must grant users access to the Processing - Bulk annotations feature.
To grant or deny access to this feature:
On the Case Home page, under Security, click Features.
In the row for Processing - Bulk annotations, under a group column, click the Allow or Deny option.
Enable bulk annotation system fields
Administrators can make bulk annotation system fields available to user groups. The fields appear as search criteria that the user can select on the Search page and as columns to display in the List pane. The following system fields are available:
Bulk Annotation ID: The job ID of the bulk annotation job that was submitted
Bulk Annotation Reverted ID: The job ID of the reverted bulk annotation job that was submitted
Bulk Annotation Reverted Status: The current status of the reverted bulk annotation job
Bulk Annotation Status: The current status of the bulk annotation job
For information about how to enable bulk annotation system fields, see Work with system fields.
View Bulk annotation job properties
Administrators can view the properties and progress of bulk annotation jobs on the Bulk Annotations jobs and Reverted jobs pages.
To view information about bulk annotations and reverted jobs:
On the Case Home page, under Manage Documents, click Bulk Annotations.
Select the Bulk annotation jobs or Reverted jobs tabs to view a list of jobs.
The columns that appear on these pages provide information such as Job ID, the number of documents annotated, the search terms or search term family used, the number of search terms identified, the number of annotations applied, and the name of the user who created the job.
Revert previously annotated documents
If you have applied bulk annotations to a selection of documents, you can revert the bulk annotations job such that the annotations are removed. When you revert a bulk annotation, the application does the following:
Removes the highlights or redactions from the document.
Adds information about the reverted job to the Reverted jobs tab.
To revert a bulk annotation job:
On the Case Home page, under Manage Documents, click Bulk Annotations.
On the Bulk annotation jobs page, select the check box next to the bulk annotation job that you want to revert.
Note: You can revert annotations only for documents that were previously annotated using the Bulk Annotations feature. If you revert a bulk annotation job, all annotations that were applied using the Bulk Annotations feature are removed, including annotations modified manually.
On the toolbar, click Revert.
In the Revert bulk annotations dialog box, click OK.
The application reverts the bulk annotation in the chosen document set. A dot appears in the Reverted column on the Bulk annotations page, and a new line appears on the Reverted jobs page that displays the details of the reverted job.
Download a bulk annotations report
To download a bulk annotations report to an .xls format:
On the Case Home page, under Manage Documents, click Bulk Annotations.
On the toolbar, click Download report.