Spreadsheet Review and Redactions

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Accessing and navigating the spreadsheet viewer

If the native file for a document is a spreadsheet, the spreadsheet viewer will replace the generic native viewer. The spreadsheet view will display a static view of the spreadsheet, including cell formulas, cell notes, hidden cells, and graphs. However, you will not be able to edit the contents of a spreadsheet or see dynamically generated pages, like pivot tables.

To access the spreadsheet viewer, click on the "Spreadsheet" button in the top right corner of the window, or use the keyboard shortcut combination of "v" then "n" to open the spreadsheet.

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The top left corner of the spreadsheet displays the worksheets that make up the spreadsheet. To open any worksheet, click on the worksheet name. You may also navigate to other worksheets (pages) using the left and right arrow keys.

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The spreadsheet toolbar contains various options for displaying your spreadsheet. You can toggle the grid view for your spreadsheet on or off and/or choose to force text wrapping for the cells in the sheet you are currently viewing.

You can also select to hide images and comments on the spreadsheet. Note that this does not mean the images and comments will be hidden or removed from productions. The images and comments will be visible upon production. 

Additionally, you can specify whether you would like dependent cells to be affected by any redactions you make. To read more about dependent cells and redactions in spreadsheets, see the redactions section.

By default, hiding images and forcing text wrapping are toggled off, and redaction of dependent cells is toggled on. If an option is changed from the default state, the preference will be remembered for the duration of that spreadsheet’s viewing session.

 

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Viewing cell contents

To view the cell contents, simply click on a cell. The border of the currently selected cell will be outlined in blue. While a cell is selected, you can navigate to other cells in the spreadsheet using the arrow keys on your keyboard. As you navigate, the cell contents box below the list of available worksheets will update with the current cell's contents.

Just like in Excel, the cells in the table display the output values. To see any potential formulas underlying a value, navigate to a cell and look at the cell contents box. All hidden cells will automatically be expanded in the spreadsheet viewer. In addition, any graphs or highlights applied to the document will also be visible.

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The spreadsheet view only displays a static view of the document. Dynamically generated pages, like pivot tables, will not be rendered.  If you want to access pivot tables, download the native file and open it in a native spreadsheet application.

 

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Searching the spreadsheet

You can search a spreadsheet using the Hit Highlights tab in the review window. To access hit highlights, enter the Spreadsheet (Native) viewer, then select the Hit Highlights tab in the full-screen panel.

The hit highlights tab for spreadsheets is identical to the hit highlights tab for other document types. You can learn more about the hit highlights tab in this Knowledge Base article.

In spreadsheets, users can click on a hit in the panel to jump to and select that hit in their spreadsheets. Selected hits are indicated by a blue outline. In the image below, the first hit with “Fred Mitro” is selected.

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All hit highlights apply to the entire spreadsheet, even if the spreadsheet is multiple pages. Therefore, if a user clicks on a hit in the panel that is on the third page of the spreadsheet, that user will automatically jump to the third page of the spreadsheet.

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Translating foreign language text in spreadsheets

If you are trying to translate a spreadsheet, you should navigate to the text view, as translation is not supported in full screen spreadsheet view. 

Alternatively, you can also navigate to classic (non-full screen) mode. Then, click on the translation icon in the toolbar. A text box will appear. Next, click and drag over some foreign text, and the English translation will appear in the box.

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Redacting spreadsheets

You are able to redact spreadsheets manually or via the Hit Highlights tab, and the redactions can be burned into the native spreadsheet files or image files upon production. To learn more about how to redact spreadsheets, visit this article on redactions

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