Download a Document

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A document in the Document Review screen may be downloaded as one of its views or as a native file, or emailed to another Reveal user in the project. To print a document, download it and print the downloaded file.

Downloading a Document

To download the document open in the Viewer, click the Download button in the Document Review toolbar and select a view or native file.

  • Views: Native view (PDF), Spreadsheet view, Extracted, OCR / Loaded

  • Natives: Exported Native File, Native View Path. When selecting these, it download the file immediately to your computer, without opening a Download window.

Downloading the Native View (PDF)

Native view (PDF) opens a Download modal, where you can choose pages and include redactions, stamping, hit highlights or annotations.

  1. Click Download in the Document Review toolbar and select Native view (PDF).

  2. Make the following selections in the Download window:

    1. File Name - the name of the downloaded file. The field is pre-filled and can be changed.

    2. Pages - select All Pages, Current Page or Custom. Custom opens a Pages field below, where you enter the pages to download, for example 1,3,5-12.

    3. Display - check the items to include in the download:

      • Redactions - check the option to include redactions on the download. It also allows you to choose one or more redaction Profiles and a Burn-In Style: Burned In or See Through.

      • Stamping - check the option to include stamping on the download. Checking this allows you to select the Field to stamp (required), and set its Position, Color and Font Size.

      • Hit Highlights - check the option to include hit highlights on the download.

      • Annotations - check the option to include annotations on the download. Select the annotation Type to include: Highlight, Text or Shape.

  3. After choosing all options, click Download.

Downloading the Spreadsheet View

  1. Click Download in the Document Review toolbar and select Spreadsheet view.

  2. Make the following selections in the Download modal.

    1. File Name - the name of the downloaded file. The field is pre-filled and can be changed.

    2. Redactions - check the option to include redactions on the download.

    3. Profiles (required when Redactions is checked) - choose at least one redaction profile from the drop-down menu.

  3. After choosing all options, click Download.

Downloading Extracted or OCR / Loaded

  1. Click Download in the Document Review toolbar and select Extracted or OCR / Loaded.

  2. In the Download modal, click Download. No further selections are needed.

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