Annotating Documents

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Annotating Documents

During the discovery process, annotating record detail is the phase when deeper content investigation and case record preparation begins. Upcoming depositions and court appearances require that your paperwork is already in order, opposing counsel wants copies, and all records need to be edited with proper annotations: notes added, key content highlighted, related files attached, links to websites validated, and privileged information redacted.

The Redline Toolbar, located on the upper left of Concordance Image, includes the variety of tools used to markup or redline an image during review.  Applying redlines includes redacting information and adding notes. You can also apply color markings to highlight or underline text and add a circle or box to emphasize a block or region of key content.  Once redlines are applied, you can search the document for each type.  All of these markups can easily be edited, moved, or resized.

As soon as you begin redlining or annotating a document, the right-click menu options are available to you. This is especially helpful when applying redactions. Redaction marks and other redlines can be fused to the image file during print production, securing the document.  When Concordance administrators process a production, they can then select which markings are fused to the image, depending on needs and recipient.

There is no limit to the number of annotations you can add to a document.  It is best to stick to the internal review guidelines for your organization, ensuring all markups are sensibly applied and records are kept clean for other reviewers.

Concordance Image stores markups in EPS layers (up to nine layers) that cannot be unlocked, which is particularly useful for redacted content.  All annotated documents are stored in a separate redline database.  Redlines are automatically saved in this database once applied, but you cannot search a document for redlines and others cannot view these changes until the database is reindexed.

On the Redaction tab of the Preferences dialog (Tools>Preferences) you can customize the redaction text, font, and list placement, create a list of redaction terms, and set the default redaction text.  If there is more than one redaction term defined, the terms are available for selection when you right click a redaction in Concordance Image.


Redaction text is not shared between Concordance Image and FYI Reviewer. If you want the same redaction text to be available in Concordance Image and FYI Reviewer, you will need to create the redaction text in both applications.