How to Finalize a Document

In this article: How to lock in your redactions and mark a document as ready for export.

Once you've completed your redactions on a document, you can finalize it to lock them in. When a document is finalized, it moves out of edit mode and redactions are permanently locked- it's then ready to be included in your export.

How to finalize a document

1. Open the document in the document viewer

2. Click the Finalize Document button in the top toolbar

The document will be locked and ready for export. You'll see a confirmation that the document has been finalized.

Once a document is finalized, redactions are locked and cannot be edited. To make changes, click the Unfinalize Document button to unfinalize it, make your edits, then refinalize when done.

Finalizing/Unfinalizing multiple documents at once

1. Select the documents you want to finalize using the checkboxes in the document list

2. Click the Finalize/Unfinalize button in the bulk action bar at the bottom of the screen

You can also use Advanced Search to find a specific set of documents and bulk finalize the results- useful if you want to finalize all documents matching a particular search criteria at once:

1. Select Search entire case

   

2. Enter your desired search

3. Click Select All or manually select the relevant documents

   

4. Select Finalize/Unfinalize

   

Previewing finalized documents

By default, finalized documents display in markup view - redacted text appears with a strikethrough rather than blacked out. To see the clean redacted version as it will appear in your export:

1. From the left sidebar, click Experiments

2. Toggle on Preview Finalized Files

This will show the redacted version of any finalized documents across your case.

What's next?

• Export your documents → Export Your Case