When you upload a document to Red Marker, we will scan the document with your automated compliance requirements looking for any content within the document that may pose a compliance risk.

Once the document is uploaded, it will take you to our review page. A PDF version of the document will be displayed on the left hand side of the page, and any content that has triggered a rule will be listed on the right in the risk pane.

The risk pane will display the rules that have been triggered:

Click on the rule to see the feedback and suggested corrective action. This will also show you where the content is located within the document.

Once you have reviewed the content and have determined whether it represents a risk or not, there are some actions you can take:

  • You can add your own comment or instruction in the Reply box which will get added as an annotation to the document and appear when you download the Annotated PDF.

  • If you do not consider the content to pose a compliance risk, you can dismiss the risk by pressing the 'x' in the top right. The annotation will appear greyed out and won't appear in the Annotated PDF.

Tip: You can use the the double rectangle menu icon to open up a rule by rule view of the risk pane:

Once you have reviewed all the highlighted content, you can download the Annotated PDF to send to your content creators, and mark the document as reviewed.

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