Optionally, you can enter a term or terms into search box at the top of the menu to help narrow results and find the desired saved search. Saved Search-click on the drop-down menu and select the saved search that contains the documents you wish to apply markups to. Project Name-enter the name for this new project. The following fields display in this section: The following sections and fields display while creating a PDF project: Create PDF markup project section The file is uploaded and the rules will be created and added to the project. xlsm file from your workstation and click Open. For more information on these fields, visit Fields below. csv file, do the following:Įnter a Project Name and select a Saved Search and Markup Set. To create a PDF markup project using rules generated by a. csv file to your workstation, click here. To download a copy of the PDF rule template. Once you have entered the desired rules, save this file as a. xlsm file to your workstation, click here. To download a copy of the PDF rule template with dropdowns. csv file and view it outside of Relativity. csv file cannot be viewed in the Redact interface and instead, you will need to download a copy of the. xlsm file, the longer a project will take to run. csv file though it is worth noting that the more rules are included in a. Please note that you may still need to adjust the scope in the rules based on which project you are running. While a project can be created manually, if you plan on running multiple kinds of projects with similar rules and terms, you can save time by using the same copy of. csv rules section below.Ĭreating a PDF markup project using. To learn more, visit the Creating a PDF markup project using. Alternatively, you can leave these fields blank and upload a. This section is optional and if you complete these fields, they will determine how the PDF project applies markups. To learn more, visit Fields below.Ĭomplete the Rules section fields. To create a PDF markup project using rules that you manually set, do the following:Ĭlick Create new project in the upper-left.Ĭomplete the Create PDF markup project section fields. This page contains the following information:Ĭonsider creating a saved search with the documents you wish to apply markups to and a markup set that contains the markups you wish to apply to your PDF files before starting the PDF markup project creation process. Once the project is created and run, markups will be applied automatically based on your selected options. csv file and upload it to Relativity to create the rules for the PDF markup project. Alternatively, you can enter the rules in a. You can create a project manually by entering words, terms, phrases, or regular expressions that you would like Redact to apply markups to. Redact can apply markups to any part of a PDF file that has searchable text including: page text, headers, footers, text-based annotations, form data, and field properties. Creating a PDF markup project allows you to apply markups to the text of PDF files automatically saving you time.
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