The following are our recommended practices when using the External Redaction Workflow. These are the steps that would be taken in Excel after the native files are downloaded from the Relativity viewer.
1 - Unhide Hidden Content
Select the entire sheet using the upper left-hand selection tool in excel and using the right-click → Unhide action to make sure everything is visible on the Excel.
2 - Return Values to their Static Number Form
Select the entire sheet using the upper left-hand selection tool in excel and using the right-click → Copy function. Then select the sheet again, right-click and select the 'Paste as Values' function to flatten the document. This will ensure that all the values are just their static number form and prevent the issue of redacting part of a formula and having everything blow up with #ref errors.
3 - For making the actual redactions themselves we suggest the following:
- Select the content that needs to be redacted.
- Remove the content with the delete key or the right-click → Clear contents function
- Replace the selection with a Black highlight, this will mimic that redaction style we know and love.