Quality control of PDF markups
Before you begin
PDF quality control is facilitated through the Blackout Markup Review Pane at the bottom left of the viewer.
- The reviewer must be on a markup set other than 'None' to utilize the Blackout Markup Review Pane
- The Blackout Markup Review Pane is also used for redacting annotations and attachments on PDFs
- To learn more see the annotations and attachments sections
Using the Blackout Markup Review Pane
- The Blackout Markup Review Pane will show all markups on the document, including those created through automation or manual markup
- All markups will be displayed regardless of active markup set, similar to Relativity image markups
- The selected menu option will be saved for the current user
- There are three tools available through the Markup Review Pane
- This section details the Markup Review Pane
Reviewing quality control entries
- Open the Blackout Markup Review Pane
- Choose the Markup Review sub menu
- All records will be displayed for each QC entry
- The following table defines each column
| Column Name | Description |
|---|---|
| Source | This column will display either a Blackout B icon or a pencil icon. The Blackout B icon indicates a markup created via automation. The pencil icon indicates a markup created via manual markup. |
| Approved | Provides approval and rejection action items. |
| Page | The page number the markup was placed on. |
| Markup Type | Indicates if the markup was a redaction or a highlight. |
| Match Text | For each automated project, the specific text that was matched by the provided rule. |
| Rule | The rule that resulted in the match from the Blackout PDF project. |
Each column can be filtered by clicking on the filter button to the right of the column header.
Accepting / Rejecting Markups
To quickly review quality control entries, clicking on a row will navigate to and select the corresponding markup. The selected markup will be indicated in the document viewer while the row in the quality control entry will be highlighted.
- If a markup is accepted from an unset state, the record is simply updated to indicate it was accepted
- If a markup is rejected from either an unset or accepted state, the markup will be removed from the viewer
- If a Blackout markup is manually edited before it is rejected or deleted, and is subsequently accepted, the markup will return to the state it was in before it was manually edited.
- The Accept All and Reject All buttons will always reflect the filtered quality control entries providing an effective way of approving or rejecting subsets of entries
- When a record is accepted or rejected it is flagged as resolved
- When all records for a document are flagged as resolved, the document field Has Unresolved Markups will be coded as false
Has Unresolved Markups document field
- Blackout adds a “Blackout Has Unresolved Markups” field to the document object upon adding Blackout to the workspace
- A document is only tagged as true when marked up via an automated PDF project
- This field is useful in determining which documents have been run through a Blackout PDF project but may not have been reviewed yet