The Convert Spreadsheet Markups mass action
What to know
- The Convert Spreadsheet Markups mass action can be used to convert markups on Excel documents from one markup type to another.
- Redactions can be converted to highlights or vice versa.
- The source of the markup can be either manual placement or automated projects.
- The Convert Spreadsheet Markups mass action will only work on Excel documents.
- Markups in a failed state will still be converted. Retrying failed markups after converting will be applied as the new, converted markup type.
- Character scoped markups can not be converted to other markup types.
How to do it
- In this example, a document has been highlighted with orange highlights and will be converted to black redactions.
- From a document list, select the document or documents that the orange highlights should be converted to redactions.
- Select the Convert Spreadsheet Markups mass action.
- A mass action form will display requesting information about where and how to perform the operation.
- Submit the form after selecting the markup types that should be replaced.
- A message will be displayed and the run length will depend on the number of documents that are selected for conversion.
- After successfully running, the document cache will be updated automatically and the modified document(s) will be displayed.
Quality control and re-running projects
What else to consider
- The Convert Spreadsheet Markups mass action changes the type of the markup in the Blackout database as well as refreshes the document cache with Relativity to ensure the file is properly modified. As a result, some Blackout behaviors will be modified as well.
- For Blackout quality control, accepting and rejecting the modified values will remove and reapply the converted markup types.
- If reverting a spreadsheet project and re-running it, the style from the project's rules will be reapplied. For example, if a project placed orange highlights, if that project is reverted, running it again will place orange highlights again.