Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

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RapidReview Document Stages

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Stages are what we call the tabs at the top of the screen when you're in the RapidReview tool. You can think of them as a workflow through which you move documents. Other users working on the request can view documents in each stage and take action as needed.

Document stages tabs at the top of the screen.

The number next to each stage represents the number of documents in each stage from the folder that is selected on the left. The sum total of all stages/tabs will equal the number of documents in the folder selected on the left-hand menu.

Numbers representing the number of documents in each RapidReview stage.

  • Unprocessed: Any documents that you upload to a request (and are "staff only" in visibility) will first appear in the Unprocessed stage. These are documents that you haven't moved to another stage or redacted.

  • Non-Responsive: Any documents that you know, right off the bat, that you don't need to process can go in this stage.

  • Needs Redaction: This stage is great when working on a request with other users. You can move documents from Unprocessed to Needs Redaction if someone else needs to review the list of documents before they are redacted. You can also individually or batch-redact documents directly from the Unprocessed stage.

  • Redacted: Once documents have been redacted (either individually or batch redacted), they will appear in this stage.

  • Ready for Release: Once you're done redacting documents, you can move them to this stage to show that they are ready to be released to the requester.

  • Originals: The Originals stage can be found on the far right side of the screen. This is where original documents/files get put after they are extracted, zipped, or redacted.

Move Documents Between Stages

  1. Open the desired request:

    An example request number in the Request column.

  2. Click Launch RapidReview (wrench icon):

    Button to launch the RapidReview tool on a request.

  3. Check the checkboxes next to the documents that you'd like to move, or click the checkbox at the top of the list to select all documents:

    The Select all checkbox and example document checkboxes.

  4. Click the Change stage icon:

    The Change stage icon.

  5. Select the stage you want to move the documents to:

    Dropdown menu with document stage options.