After navigating to the Productions page, Workspace Contributors and above can create productions by naming them, setting optional start and end dates, and selecting a naming strategy. Workspace Admins and above can run productions, which trigger document preparation to ensure secure markup and data integrity. The article also covers what document preparation entails and any key considerations before running a production.
Creating a Production
Before You Begin
- Workspace Contributors and above can create productions
How to Create a Production
- After navigating to a workspace, click the Productions button in the navigation panel on the left of your screen
- Click Create Production. A new menu will appear.
-
Enter a name for the production, choose the production date if needed, select the naming strategy, and optionally filter by tags.
Note: AND will include documents containing all selected tags, OR returns documents containing any of the selected tags.
Note: If the Bates Number option is chosen, you will be prompted to choose a start number and the number of digits in the Bates number. Additionally, you can optionally set a prefix and a suffix.
- Click Create. Blackout will automatically navigate to the created production, but all productions can be accessed from the Productions tab.
Now that the production has been created, you are ready to run the production.
Running a Production
Before You Begin
- Workspace Admins and above can run the production using the steps below.
- Productions can only be run once.
- When a production is run, document preparation occurs. For more information on this process, please refer to the following link.
- CSV and TSV files will be produced as near-native XLSX files
How to Run a Production
- Select a production in the Productions tab.
-
Click the Run Production button in the top right.
- A progress bar will be displayed showing the production's progress and runtime.
-
After production is complete, the production details will be displayed, complete with document counts and a record of the production history. Additionally, a count of any documents that failed production will be displayed under the "Failed Document Count" section.
Note: Only Workspace Admins and up can review documents that failed to produce
After the production has run, you are ready to share it. To learn more, see Sharing Productions.
Document Preparation
The document preparation process runs when documents are produced. It ensures that sensitive or historical data cannot be restored.
What to Know
- Redactions are not burned into documents until a production has been run.
- Document Preparation is performed on every document in production, regardless of whether it has markups.
Document Preparation will perform the following actions
- Replace all formulas with static values
- Replace all pivot tables with static values
- Remove all change history from documents
- Unhide all hidden and very-hidden rows, columns, and sheets
- Unmerge all merged cells
Document Preparation ensures
- Data is not lost after content is removed from the document
- That all data is visible to reviewers
- That content can’t be restored after markups are placed