Once you and your team are done redacting and reviewing documents, they can be released to the requester. If there are a lot of documents, you may want to zip them up into a single zip file before releasing them.
There are several restrictions on where and how you can release documents. These restrictions prevent documents with draft redactions from being released by accident. These are:
Documents that have draft redactions, or which have previously had draft redactions, cannot be released under any circumstances within RapidReview. You must finalize the redactions before the documents can be released. Draft redactions are not visible on the main request page. Documents with draft redactions can be released from there (similar to how unredacted documents can currently be released).
You can only release multiple documents at once from the Ready for Release tab. Individual documents can be released from any stage as long as they do not have and have never had draft redactions in them.
Important Note:
Once a document is released by setting its visibility to Requester + Staff or Public, it will no longer show in RapidReview.
Instructions
Click the Launch RapidReview button (wrench icon):
Navigate to the Ready for Release tab:
Hover over the document name, click the three dots that appear to the right, and select Change Visibility from the list of options that appears:
Or, check the box next to multiple documents you want to release and click the Change document visibility button (eye icon) to select more than one document:
Use the Document Visibility drop-down to select the desired level of visibility:
Public: Everyone with access to the request can view these documents and links. If the request is public, anyone who visits the portal can view the documents and links. If the request is not public, documents and links on the request will only be visible to the requester and all internal staff.
Requester + Staff: The requester and staff with access to the request can view these documents and links. Staff access depends on the request's visibility setting.
Staff Only: Only staff with access to the request can view these documents and links. Nobody outside the organization can view them, including the requester. Staff access depends on the request's visibility setting.
(Optional) Add a message for the requester and check the Yes, send to requester checkbox:
Select message template: Use this drop-down to add a message template to the text field.
Text field: Enter or update the message that will be sent to the requester. You can format your message using the tools above the text box.
Yes, send to requester (required): Check this box to confirm that you want your message to be sent to the requester.
Note:
The “Include Message to Requester” fields are optional and will only be visible if you selected Requester + Staff or Public in the Document Visibility drop-down from step 7.
Click the available Save button:
Save: If you did not include a message to the requester, you will see a “Save” button. Click it to apply your selections.
Save and Send Message (not pictured): If you chose to include a message, you will see a “Save and Send Message” button instead. Click it to apply your selections and send your message.