Propagating markups to duplicate Excels

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Blackout can be used to propagate markups on an Excel made with Blackout to duplicate documents across the workspace. This project takes source and destination saved searches and propagates markups based on a duplicate identifier such as MD5 Hash.

Defining source documents saved search

What to know

• The source documents saved search defines the marked-up documents that Blackout will use to propagate.
• There are a few requirements when defining the source documents.
  • Limit the source documents saved search to only Excels with Blackout markups.
  • All source documents must have an entry for the duplicate identifier field.
  • The source document saved search cannot contain duplicate documents.

Defining destination documents saved search

What to know

• The destination documents saved search defines the unmarked-up documents where Blackout will apply markups from their duplicate counterparts in the source documents saved search.
• There are a few requirements when defining the destination documents:
  • Do not include any documents from the source document saved search in the destination documents save search.
  • Any document in the destination saved search that already has markups will be skipped.
  • Duplicates are identified solely by the selected duplicate identifier field.

Creating and running a Spreadsheet Propagation project

How to do it

1. Log in to the environment as a system administrator or an account with access to the Blackout tab.
2. Navigate to Blackout | Projects.
3. Click Create New Project.
4. Click Spreadsheet Propagation.
5. Input the Project Name.
6. Select the Duplicate Identifier document field.
   • Note: By default, the MD5 Hash field will be selected if it exists.
7. Select the source documents Saved Search.
8. Select the source documents Markup Set
9. Select the destination documents Saved Search.
10. Select the destination documents Markup Set.
11. Click Create.
    
    Note: The same but different
    Both the source saved search and destination saved search can be the same as long as a different markup is selected for the destination. This is a great way to propagate starting markups to a different markup set for another group to review or to prepare a production for a different party.
    
    
12. Click Run.
    • The project will begin processing documents.
    • While it is running, a progress bar will be displayed.
13. After propagation completes, a results page will be displayed.
14. Clicking on the propagation results link will present a table of the results.

What else to consider

• If a source document contains a failed markup, the document will be skipped and added to the job errors.
• Rerunning the job after the failed markup is resolved will retry propagation for those documents.