New in AnteRedact: Projects for Case-Based Redaction

AnteRedact now has Projects. A project holds one case: its documents, the people working on it and the rules its documents are redacted by. Change a rule for one case without touching the others, and close the project when the case is done.

Every case in one list

The Projects page lists every case with its documents, status and latest activity. Create one with New project and type the case name. Tick Show closed to see closed cases too.

The Projects page with four cases: Rossi – access request (2 documents, Closed), Walker v Halden & Pryce (4 documents, Open), Moreau – tenancy dispute (3 documents, Open) and Fischer estate (no documents yet, Open), each with its last activity

One case, one document list

Upload documents on the project’s page, and they are redacted with the project’s settings. When they are reviewed, tick them and click Approve to approve them together. AnteRedact asks you to confirm, and approved documents can no longer be edited. Binder then bundles them into one PDF.

The project Walker v Halden & Pryce with the New binder tile at the top and two of its four documents ticked, the witness statement and the correspondence, both In review. The employment contract and the meeting minutes are already Redacted. The bar above the list reads 2 selected, with the buttons Delete, Download (greyed out) and Approve

Rules for this case only

Project settings holds the categories, review thresholds and workflows for this case. Anything you don’t change follows your organisation’s defaults, also when they change later. Set by shows whether a setting comes from your organisation or the project, and Use defaults resets it. Here, company names are redacted in this case only.

The project’s category settings: ADDRESS enabled and set by Organisation, COMPANY enabled and set by Project with a Use defaults link, COURT off and set by Organisation

Who works on the case

Under Members, add colleagues from your organisation as Member or Owner. Members work on the documents. Owners can also change the settings, the members and whether the project is open.

The Project members dialog with a field for adding someone from your organisation, a role picker set to Member, and one user listed as Owner

Close it when the case is done

Close the project from the … menu. Its documents can still be opened and downloaded, but nothing changes until someone reopens it.

The closed project Rossi – access request with the notice: This project is closed. Its documents can still be opened and downloaded, but nothing about it changes until it is reopened. Below it, the project’s two documents, both Redacted

Try Projects

Projects are part of AnteRedact Redact Assisted, and each document opens in the redesigned redaction editor. Read the guide to Projects, or talk to us about a 14-day free trial.