Projects offer the flexibility to organize redactions into redaction sets: labeled groups of redactions that allow for organized review and ultimately selective inclusion in productions. Redaction sets are only available if enabled by a Project Admin, as they are only beneficial to some organizations’ workflows.
Redaction sets can be helpful in the following ways:
- Support productions across multiple recipients: Produce to multiple recipients with different redactions from a single source set of documents, without re‑doing redactions or managing parallel subprojects.
- Faster, more efficient review work: Redactions for multiple audiences can be conducted concurrently
- Faster, safer QC: Filter redactions in the review window by hiding one or more redaction sets to see exactly what will appear under a given production configuration.
- Consistent, reusable setup: Name and manage sets once, then reference them across batch actions and production protocols.
This article covers how to enable and create redaction sets. It also gives a high level overview or how redaction sets appear during document review and production protocol creation.
Requirements
- You must be a Project Admin to enable the redaction set feature and to create and manage redaction sets
- Users with Create permission for Redactions can add redactions to redaction sets during document review. This is the same permission requirement for standard (un-grouped) redactions.
- Users with Admin permissions for Productions can include redaction sets in productions. This is the same permission requirement for applying standard (un-grouped) redactions to productions.
How they work
Redaction sets are disabled on all projects by default; they must be enabled and defined by a Project Admin.
Tip
We recommend that you create these sets based on how you intend to distribute your productions. For instance, if there is a specific set of redactions that only applies to a single production recipient, you should create a dedicated redaction set just for that recipient.
During the document review phase, Reviewers assign each individual redaction to an appropriate set or set(s). This application can happen concurrently during a single review process.
At any point after the initial redaction sets are created by a Project Admin, users creating production protocols can select which of these defined sets to apply, ensuring only the necessary redactions are included in the final output. Multiple redaction sets can be included in a production protocol, just like multiple individual redactions can be included in a set.
Tip
While the application of redaction sets ultimately occurs at production time, we strongly recommend setting up your production protocols during your initial project configuration, rather than waiting until the review work is complete.
Enable and create redaction sets
Required permission: Project Admin
To enable and create redaction sets:
- Go to Project Management > Project Settings > General > Production Tools.
- If it is not already on, switch on Group redactions into sets and product specific sets of redactions.
This opens the Redaction set table, where you can create, rename, and delete sets, as well as access a results table with all documents containing redactions in any given set. - To create a redaction set, enter the label into the tables New redaction set field. Then select Add.
How to use redaction sets during review
Required permissions: Users with Create permission for Redactions can add redactions to redaction sets during document review. This is the same permission requirement for standard (un-grouped) redactions.
Redaction sets show up everywhere redactions do during review. This includes the review window, batch redactions, and the Redaction search term.
The sections below aim to highlight how/where using redaction sets in these workflows varies from our standard, non-grouped redaction functionality. They assume you know how to create redactions.
Tip
We recommend applying redactions for multiple audiences concurrently during a single review process, rather than reviewing independently for each. If this approach works for you, it’s a nice time saver.
Redaction sets in the review window
When redaction sets are enabled on a project, the redaction pop-up — which appears when you create a redaction on a document’s PDF view or on a Spreadsheet view — lists all redaction sets in a selectable Redaction sets field. Using this field, you can select one or more redaction sets to apply the redaction to.
All content redactions are listed in the review window’s Annotations tab. When redaction sets are enabled, all redactions are grouped in expandable lists based on their parent redaction set.
Here you can:
- Expand and collapse redaction sets and redactions using the expand
and collapse
buttons
- Use the backward
and forward
buttons to navigate between redactions in a set
-
“Hide” redaction sets on the document by selecting their hide
and show
buttons. This reduces the opacity of the gray box on all redactions included in the group, so you can focus your attention on the redaction set you are currently working on.
A hidden reaction on a document’s PDF view
Search on redaction sets
The Redactions search term supports a Redaction set field. You can set this field to:
- (No selection)
- (Any sets)
- (No sets)
- Any individual set (e.g. Defendant A or Defendant B)
Redaction sets and batch actions
Batch redactions also support redaction sets via the Batch > Redact > Configure redactions dialog. Here, all redaction sets are selectable from the Redaction sets field. You can select one or more redaction sets to apply the redaction to.
To learn more about batch redactions visit our Batch Redaction article.
Apply redaction sets to production protocols
Redaction sets can be applied to production protocols during the Redaction step of the production protocol wizard (previously part of the Redactions, Natives, and Text step).
Here you can choose between including all redactions or redaction sets. Select any set’s Include in production checkbox to include it. Redactions in any of the selected sets will be produced.
Tip
To QC the documents associated with a redaction set, select its document count.
To learn how to create a production protocol, visit our Create a Production Protocol article.