Relativity|UserGuide-21
5Markups
MarkupsinRelativityrefertohighlights
andredactions
.Youcanaddmarkupstodocumentsusing
theRelativityimageviewer.Whenyouopenadocumentinthecorereviewerinterface,select
Imagetoimagethedocumentifnecessaryandopenthedocumentasanimage.
Note:Iftwopeopleeditamarkupatthesametime,anerroroccurs.
5.1Highlights
Whenyoucreateahighlight,acoloredboxappearsintheareayouselect,justlikeusinga
highlighter.
5.1.1Creatinghighlights
Tocreateahighlight,performthefollowingsteps:
1. Click
.Yellowisthedefaultcolor.Clickthedrop-downmenutoselectadifferentcolor.
2. Drawthehighlightacrossthesection(s)oftextyouwanttohighlight.
Whenyoucreateahighlight,itappearsintheMarkupNavigationPane.SeeUsingtheMarkup
Navigationpaneonpage25.
5.2Redactions
Aredactionhidestextonapage.InRelativity,youcancreateseveraldifferenttypesofredactions:
n
Creatingbasicredactionsbelow
n
Creatinginverseredactionsonthenextpage
n
Creatingfull-pageredactionsonthenextpage
n
Creatingmassredactionsonpage23
Whenyoucreatearedaction,itappearsintheMarkupNavigationPane.SeeUsingtheMarkup
Navigationpaneonpage25.
5.2.1Creatingbasicredactions
Toapplyabasicredactiontoadocument,performthefollowingsteps:
1. Click
.Theblackredactiontoolisthedefault.Clickthedrop-downmenutoselectadifferenttool.
Youcanselectfromthefollowing:
n
Black-createsasolidblackbox,likeusingablackmarker.Whileyoudrawthebox,agraytrans-
lucentfillappears.
n
Cross-createsawhiteredactionboxblackborderandablackXfromcornertocorner.
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Relativity|UserGuide-22
n
Text-createsawhiteredactionboxwithblacktext.Thetextwillfilltheboxbydefault.Tochange
thefontsize,keeptheredactionboxselectedandclick
,thenselectanewfontsize
fromthedrop-downmenu.Youcanright-clickatextboxredactiontoapplydifferenttext.See
Editingredactiontextonpage24.TheAdministratordetermineswhichtextoptionsareavail-
able.
n
White-createsasolidwhiteboxwithagrayborder.Thegrayborderwon'tbeprintedorpro-
duced.
2. Drawtheredactionbox(es)acrossthesection(s)ofthepageyouwanttoredact.Youcandrawinany
direction.
5.2.2Creatinginverseredactions
Aninverseredactioncreatesablackredactionacrossthefullpageexceptonthelocationswhere
youdrawboxes.Tocreateaninverseredaction,performthefollowingsteps:
1. Click
.
2. Drawtheinverseredactionbox(es)acrossthesection(s)ofthepageyoudonotwanttoredact.Ablue
castindicateswheretheblackredactioniscreated,andthewhiteboxindicatestheareathatisnot
redacted.Youcanmoveorresizethewhiteboxusingthecontrols.
5.2.3Creatingfull-pageredactions
Afull-pageredactioncreatesaredactionacrosstheentirepage.Toapplyafull-pageredaction,
click
.Theblackfullpageredactiontoolisthedefault.Clickthedrop-downmenutoselecta
differenttool.Youcanselectfromthefollowing:
n
Black-createsasolidblackbox,likeusingablackmarker.
n
Cross-createsawhiteredactionboxwithablackborderandablackXfromcornertocorner.
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Relativity|UserGuide-23
n
Text-createsawhiteredactionboxwithblacktext.Youcanright-clickatextboxredactiontoapply
differenttext.SeeEditingredactiontextonthenextpage.TheAdministratordetermineswhichtext
optionsareavailable.
n
White-createsasolidwhiteboxwithagrayborder.Thegrayborderwon'tbeprintedorproduced.
Youcanalsocreateakeyboardshortcuttoapplyafull-pageredaction.SeeCreatingkeyboard
shortcutsintheAdminguide.
Afteryouapplyafull-pageredaction,youcanresizeittomakeitsmallerthanthefullpageand
thenworkwithitlikeanormalredaction.
5.2.4Creatingmassredactions
Youcanusethemassredactoptiontoapplyfull-pageredactionsofanytypetoasetofpagesin
yourdocument.Toapplymassredactions,performthefollowingsteps:
1. Click
.TheMassRedactOptionspopupappears.
2. Selectthetypeofredactiontoapply.Youcanselectfromthefollowing:
n
Black-createsasolidblackbox,likeusingablackmarker.
n
Cross-createsawhiteredactionboxwithablackborderandablackXfromcornertocorner.
n
Text-createsawhiteredactionboxwithblacktext.IntheTextOptionssection,youcanselect
thefontsizeandtexttoapplytotheredactions.Toapplycustomtext,select<Enter
Custom Text>fromtheTextdrop-downmenu,thenenterthetextintheTextfield.
n
White-createsasolidwhiteboxwithagrayborder.Thegrayborderwon'tbeprintedorpro-
duced.
3. Specifyarangeofimagestoapplytheredactionto.SelectPagesandenterasetofpagesorselectAll
pagesindocumenttoapplythefull-pageredactionstotheentiredocument.
4. ClickOK.Theredactionsareappliedtothesetofpagesyouspecified.
5.3Editingmarkups
Toresizeasinglemarkup,clickinsidethemarkupshape.Whitedotcontrolswillappearonthe
cornersandedgesofthemarkup.Selectanycontrolanddragtoresizethemarkup.
Youcanmoveordeletemarkupsindividuallyorasaset.Toselectmultiplemarkups,clickthe
selectortool
anddragacrossthemarkups.Alternatively,pressShiftorCtrlandclicktoselect
individualmarkups,orclickCtrl+ Atoselectallmarkupsonanimage.Controlswillappearonthe
cornersandedgesofallselectedmarkups.
Tomove,clickanddragtheselectedmarkupstoanewlocation.Youcanalsomoveselected
markupsusingthearrowkeys.Eachtimeyouhitanarrowkey,themarkupsmove10pixelsinthat
direction.Forfinercontrol,holdCtrlwhilepressinganarrowkey,andthemarkupsmoveonly1
pixelinthatdirection.
Todelete,right-clickaselectedmarkupandclickDelete,orpresstheDeletekeyandclickYeson
theConfirmDeletepopup.Allselectedmarkupsaredeleted.
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Relativity|UserGuide-24
Note:Ifyouhaveafull-pageredactionappliedtoanimage,thenyouapplyanadditionalfull-page
redaction,themostrecentlyappliedfull-pageredactionappearsontop.Ifyouthendeletethesecond
redaction,thefirstfull-pageredactionpersists.
5.3.1Workingwithoverlappingmarkups
Ifyouhavemultiplemarkupsonapagethatoverlapeachother,whenyouhoveroverthemarkups,
translucentcontrolswillappear.Clickthemarkupyouwanttoworkwith,andthecontrolsbecome
activetoindicatewhichmarkupisactive.Inthefollowingexample,theblackboxredactionis
active.Youcanselectanyofthecontrolsontheblackboxredaction,eventheonesthatare
overlappedbythecrossredaction,toresizetheblackboxredaction.
5.3.2Editingredactiontext
Toeditthetextinatextboxredaction,performthefollowingsteps:
1. Right-clicktheredactionandselectEdit.TheEnterRedaction Textpopupopens.
2. EnterthenewredactiontextinthefieldandclickOK.Thenewtextappearsintheredaction.
5.3.3Editingfontsizeintextboxredactions
Thefontsizefortextboxredactionsdefaultstofilltheentiretextbox.Toeditthefontsize,perform
thefollowingsteps:
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Copy according dll files listed below under RasterEdge.DocImagSDK/Bin directory and paste to Xdoc.HTML5 ViewerDemo/Bin folder. (see picture).
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Relativity|UserGuide-25
1. Selectthetextboxredaction(s).YoucanpressCtrlorShiftandclicktoselectmultipletextboxredac-
tions.
2. ClicktheFontSizetool
andselectafontsize.Thefontsizeisappliedtothetextinallselected
textboxredactions.
Whenyoucreateanewtextboxredaction,thelastselectedfontsizeisautomaticallyappliedtothe
text.
5.4Massdeletingmarkups
Youcanmassdeletemarkupsfromasinglepage,fromarangeofpages,orfromyourentire
documentatonceusingthedeleteredactionsandhighlightsoption.Tomassdeletemarkups,
performthefollowingsteps:
1. Click
.TheMassDeleteMarkupOptionspopupappears.
2. Selectthemarkuptypesyouwanttodelete.YoucanselectNonfull-pageredactions,Full-pageredac-
tions,Highlights,oranycombinationofthese.
3. Selecttherangeofpagesfromwhichtodeletetheselectedmarkups.YoucanselectThispage,Pages
(enterasetofpages),orAllpagesindocument.
4. ClickOK.Theselectedmarkuptypesaredeletedfromtherangeofpagesyouselected.
5.5Controllingredactionvisibility
Youcantoggleredactionvisibilitybetweenvisible,transparent,andinvisible.UsetheChange
MarkupVisibilitybutton
tochangethesetting.
n
Clickoncetosetthemarkupstotransparent.
n
Clickasecondtimetosetthemarkupstoinvisible.Theredactionsarenotdeleted,justtemporarilyhid-
den.
n
Clickathirdtimetoreturnthemarkupstofullvisibility.
Whenyouprintanimage,thePrintOptionspopupispopulatedwithsettingsfordisplaying
redactionsandhighlightsbasedonthecurrentmarkupvisibilitysetting.
5.6Viewingmarkuphistory
Toviewthehistoryofanyhighlightorredaction,right-clickitandselectShowMarkupHistory.The
MarkupInformationpopupappearswithinformationidentifyingeachaction,theuserwho
performedtheaction,andthedateandtimeatwhichtheactionwasperformed.
5.7UsingtheMarkupNavigationpane
Intheviewer,youcanlocatemarkupsinadocumentusingtheMarkupNavigationpane.Toopen
thispane,click
inthelowerrightcorneroftheviewer.TheMarkupNavigationpanedisplaysa
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Relativity|UserGuide-26
listofallredactionsandhighlightsthatreviewerscreatedinthedocument,aswellasreferencesto
theirpagenumbersandparentmarkupsets.
Youcanclickthemarkuptypehyperlinktojumptothepagewherethemarkupoccurs.Inaddition,
Relativityupdatestheactivemarkupsettotheoneassociatedwithyourhyperlinkedselectioninthe
MarkupNavigationpane.
6Persistenthighlightsets
Persistenthighlightsetsallowyoutocreateandusehighlightparameterstoassistindocument
review.They'rereusable,transferable,andindependentofmarkupsets.SeeMarkupsetsinthe
Adminguide.
Administratorscancontrolwhichhighlightsetsdifferentusersseewhenworkingwithinadocument.
SeeSecuritypermissionsintheAdminguide.
Fromtheviewer,youcanseeallsetssavedintheworkspaceandapplythemtothedocument
you'rereviewing.LikeothertreeviewsinRelativity,youcanexpandthesettoselectandde-select
specificterms.
Ifthedocumentyou'reviewingcontainsanyofthetermsspecifiedintheset,youcanseethose
termsandthenumberoftimestheyappearinthedocumentwhenyouexpandtheset.Ifthe
documentcontainsnotermsfromtheset,youcan'texpandorcollapsethesetinthetree.
6.1Gettingstartedwithpersistenthighlightsets
Oncesaved,apersistenthighlightsetisavailableforselectionfromapanelintheviewer.Relativity
savesyourpersistenthighlightsetpanelsettingsacrosssessions.Ifthepanelisopenforonesession,
itstaysopenthenexttimeyoulogin.
Ifanadministratoreditsapersistenthighlightsetwhileareviewerisusingit,thereviewerreceives
notificationthatthesetcurrentlyinuseisundergoingmodificationandwillappeardifferentlyinthe
panelthenexttimehe/shelogsinandlaunchestheviewer.
Relativity|UserGuide-27
Forexample,thefollowingpersistenthighlightsetincludesseveralhighlighttermswithcolor-
coding.ThissetwillbeavailablewhentheuseropenstheViewerandanyeditsmadetothissetwill
bereflectedimmediately.
6.1.1Selectingpersistenthighlightsetsintheviewer
Openingtheviewer,theuserseestheShow/Hidepersistenthighlightsetsiconontheleftsideofthe
toolbar.
ClickingtheShow/Hideiconbringsupthepanelcontainingallsavedsets.Clickingthe+signnextto
asetexpandsitsothatitdisplaysalltermsfromthatsetfoundinthedocument.Ifanyoftheset’s
termsaremissingfromthistreeview,youknowthattheyarenotpresentanywhereinthe
document.Forexample,youhavejustcreatedasetnamedInvestmentsthatcontainsfivehighlight
terms,butwhenyouexpandthissetforaparticulardocumentyouonlyseeoneofthoseterms
present.Thismeansthatnoneoftheotherfourtermsarefoundinthisdocument.
Relativity|UserGuide-28
Ifadocumentcontainsnotevenasingletermfoundinanyset,youwon'thavetheexpandoption
foranyofthosesets.
6.1.2Deselectingpersistenthighlightsetsintheviewer
Bydefault,theSelectAllboxischecked,whichmeansthatalltermsinthesetarecurrentlybeing
appliedtothedocument.Removinganyofthesecheckswillremovethehighlightingforthatterm
fromthedocument.RemovingthecheckfromtheSelectAllboxwillremoveallhighlightingfrom
thedocument.
InadditiontoremovingthecheckfromtheSelectAllbox,youcanalsoclickonthepersistent
highlightsetlightbulbiconnexttothesettodisableitandremoveallhighlightingfromthe
document.
Whenasetisdisabled,itstermsaregrayed-out.Notealsothat,althoughtheotherhighlightsetsin
thisworkspacearecurrentlyactive,thedocumentdoesnotcontainanyofthetermsspecifiedinany
oftheseothersets,astherearenohighlightsonanyofthetext.Itispossibletohavemanyactive
highlightsetscontainingmanytermsandfieldsinthepanelbutnohighlightswhatsoeverinsidethe
document.
Relativity|UserGuide-29
6.1.3Persistenthighlightsetbehavioracrossviewermodes
Notethefollowingregardingpersistenthighlightsetbehaviorasthereviewermovesfrom
documenttodocument,changesviewermodes,andusespanetoggles:
n
Anychangesmadetoapersistenthighlightsettreeinthepanelwhentheviewerisundocked,suchas
termsselectedorunselected,willdisplaywhentheviewerisdockedagain.
n
Asyncedstand-aloneviewerwon'tdisplaychangesmadetoapersistenthighlightset,suchasterms
selectedorunselected,inthepanelofthenormalviewer.However,persistenthighlightsetpanelset-
tingswillremainthesameinthestand-aloneviewerasthereviewergoesfromdoctodocwithinthe
stand-aloneviewer.
n
Thepersistenthighlightsetpanelwillmaintainitscurrentstatewhenviewerpanesareswapped.
n
ThepersistenthighlightsetpanelinLongTextmodeandviewermodeareindependentofeachother–
achangemadetothepanelinLongTextmodewillnotautomaticallybereflectedwhenthereviewer
switchestoviewermodeandviceversa.
SeeVieweronpage59formoreinformation.
6.2Creatingpersistenthighlightsets
Tocreateanewpersistenthighlightset,followthesesteps.
1. InWorkspacesmode,selectthePersistentHighlightSetstab.
2. ClicktheNewPersistentHighlightSetbuttontodisplaythedefaultPersistentHighlightSetlayout.
3. Completeallrequiredfieldsinthepersistenthighlightsetinformationsection.SeeFieldsonthenext
pagefordetails.
4. ClickSavetocreateanewset
Relativity|UserGuide-30
Note:VerifythatreviewersarenotactivelyreviewingdocumentswhencreatingPersistentHighlightSets.
CreatingPersistentHighlightSetswhilereviewersareactivelyreviewingdocumentscancauseerrors.
6.2.1Fields
Persistenthighlightsetsincludethefollowingfields.
n
NameisthedescriptivenameunderwhichyouwantthissettoappearintheVieweranditemlist.
n
Orderistheorderinwhichyouwantthissettoappear.
n
Sourcedeterminestheareathatwillbedrawnfromwhendesignatingcharacterstobehighlightedand
displayedintheViewer.Therearetwooptions:
o
Fieldsdesignatesfieldsasthesourceofhighlighting.Selectingthisradiobuttonmeansyoumust
selectaHighlightFieldinordertosavethisset.
o
Termsdesignatestermsasthesourceofhighlighting.Selectingthisradiobuttonmeansyou
mustentertermsintotheTermsfieldbelowtosavethisset.
n
HighlightFieldsallowsyoutochoosethefieldreferencingthelistoftermstobehighlighted.Click
tobringupthesystemviewcalledFieldPickeronPersistentHighlightSets,whichdisplaystheName
andObjectTypeforapplicablemultipleobjectfields,includingthosecreatedbySearchTermsReports.
ToselectthedesiredHighlightField,checkthefield’sbox,clickAdd,andclickSet.Thefieldisdisplayed
onthelayout.SeeUsingthehighlightfieldssourceonpage33.
n
Termsallowsyoutoentertermstobehighlightedandthecolorcodewithwhichtodistinguishthemin
theViewer.SeeEnteringhighlighttermsbelow.
Note:Persistenthighlightingcreatedbyusingsearchtermsreportsorothermultipleobjectfields
requiresversion6.9orhigheroftheRelativitywebinterfaceandViewer.Userswillreceiveanerror
messageindicatingthatpersistenthighlightingisunavailableiftheyareusinganincompatible
versionoftheViewer.
6.3Enteringhighlightterms
IfyouchooseTermsasthesourceofyourhighlighting,youwillhavetoenterthemintheTerms
fieldtextboxinordertosavethenewhighlightset.Youalsohavetheoptionofspecifyingcolor-
codingtothesetermstomakethemappearinyourdesiredcolorsintheViewer.
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