Native markup sets
What to know
- Blackout shares the Relativity Markup Set for the current workspace
- Each new markup set that is added to the workspace will be available for use with Blackout native redactions
- Files may be marked up in different ways or by different parties using markup sets, just like with Relativity image markups
- When creating an automated spreadsheet or PDF project, all markup sets are displayed
Adding new markup sets
To make a new markup set available for use in Blackout, follow these steps:
- Log into Relativity as a System or Case Administrator
- Navigate to the workspace where multiple markup sets are needed
- Navigate to Case Admin | Markup Sets
- Select New Markup Set
- Input a Name, Order, and Redaction Text
- Redaction text will serve as the default text for all manual PDF text redactions
- Click Save
- New markup sets will be immediately available for use with Blackout
Switching markup sets
- Blackout displays markups based on the selected markup set at the bottom left of the viewer
- When navigating between documents, the active markup set is remembered on a user by user basis and selected automatically
- The 'None' markup set will always display the original document and cannot have markups added to it
- Picking another markup set from the dropdown will swap the displayed markups to the selected markup set
- If there is only one markup set in the workspace, then only 'None' and that markup set will be available for selection
- Only the markup sets the user has permission to will be displayed
Multiple markup sets
- Each user can view the markups for any markup set simultaneously
- If multiple users navigate to the same document and pick different markup sets, they will both be presented with a copy of the document and can place redactions and highlights.
- Both sets of user markups will be saved and retained automatically.
Securing markup sets
- Blackout automatically respects the security of a markup set.
- If a user is restricted from a markup set, Blackout will prevent them from viewing the markup set, placing new markups, or modifying existing markups for that markup set.
How to secure markup sets
- Log into Relativity as a System or Case Administrator
- Navigate to the workspace where multiple markup sets are needed
- Navigate to Case Admin | Markup Sets
- Click the Lock icon to the left of the markup set to be secured
- Click Overwrite Inherited Security to switch it to On
- Click Add/Remove Groups button
- By default, all groups that have access to the workspace will be displayed here
- Remove the group that should not have access to the markup set
- Click the Save button
- Click the Close button
- The Lock icon will become locked
- After making this change, members of the group will no longer see the option to select that markup set.
Deleting markup sets
- After a markup has been placed on a markup set for a PDF document, the markup set becomes associated with several Blackout multi-object fields based on the type of markup.
- This includes the fields that can be used to search for external markups, manual markups, and automated markups by markup set.
- Attempting to delete the markup set will result in an error message, letting the user know the action can’t be completed.
- In order to delete the markup set, all markups placed on PDF documents associated with the markup set to be deleted must be removed
- This can be accomplished by using the revert markup mass actions on all documents associated with that markup set.
Marked-up file download
- Downloading the PDF from Relativity will always download the original native
- To download a redacted copy of the native, the user must click the Download Marked Up File button
- For larger PDFs, the file may take a few moments to download as markups are being burned-in on the fly
How-to download the file
- Navigate to the document in the Relativity viewer
- Select the markup set to preview
- Click the Download Marked Up File button