Primary personas: Case Analyst, Data Analyst
Supporting personas: Digital Forensic Expert, Legal Reviewer, Investigator, Processing Analyst, Case Manager, Legal Privilege Expert, Paralegal
View persona matrix
Workshop Scenario: "I need to protect sensitive content before disclosure"
| Feature | Description | Key User Action |
|---|---|---|
| Markup Tab | Redact, Annotate, View, and Search subtabs on PDF records | Access markup tools |
| Markup Sets | Multiple securable collections per record; visibility toggle; permissions (None/View/Edit) | Separate internal, privilege, and disclosure markup |
| Redaction Tools | Filled rectangle, text selection, full page/range/document redaction | Apply redactions manually |
| Redaction Reasons | Configurable list; stamped on redactions; English/French support | Document why content is redacted |
| Redaction View Mode | Toggle transparent/opaque to see underlying content during QA | Quality check redactions |
| 12 Annotation Types | Arrow, Line, Rectangle, Ellipse, Freehand, Polyline, Text, Highlight, Strikethrough, Hyperlink, Stamp, Image Stamp | Mark up documents for collaboration |
| Convert Markup Types | Switch between Redactions and Annotations | Promote highlights to redactions |
| Search and Redact | Search within Markup tab then Redact All results via Quick Actions | Redact all instances of a term |
| Auto Markup (Pattern Recognition) | Apply redactions from detected patterns; partial redaction (show last N digits, character range, before/after character) | Automated PII redaction |
| Auto Markup (Lists) | Apply redactions from keyword lists; same partial redaction options | Term-based bulk redaction |
| Comments on Markups | Add/edit/delete/reply to comments on any markup | Reviewer collaboration |
| Markup Keyboard Navigation | Ctrl+. / Ctrl+, / Ctrl+Shift+. / Ctrl+Shift+, | Navigate between markups |
| Copy Markup | Transfer markup from one record to another | Reuse across similar documents |
| Burn Markup | Permanently render annotations/redactions into PDFs | Create final production versions |
| Image Adjustment | Sharpening, gamma, line width for poor-quality scans | Improve readability |
| Rotate Document/Page | 90-degree clockwise rotation | Correct misaligned scans |
| Download with Markup | Choose Annotations, Redactions, or both; _M suffix on filename | Offline review |
| Auto-Save Markup | Configurable auto-save with delay setting | Prevent accidental loss |