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Reviewing a document

The review page (/review/{id}) is where you confirm or correct the redactor's findings. It has three panes:

  1. Original — the source text with each detected span highlighted yellow.
  2. Redacted — the same text with each accepted span replaced by a <<TYPE>> marker. Refusing a span removes the marker from this pane.
  3. PII Navigator — a scrollable list, one entry per span, sorted by position in the document.

The Original and Redacted panes scroll together. Clicking a highlighted span in either pane focuses the matching entry in the navigator and scrolls it into view; clicking a navigator entry does the reverse.

Per-span actions

Each navigator entry shows:

  • A type pill that's actually a dropdown — click it to change the detected PII type (e.g., flip a span from ssn to phone-number). The change is saved immediately and the highlighted text updates.
  • The matched text.
  • The redactor's confidence as a percentage.
  • A status pill — Accepted or Refused — that toggles when clicked. Refusing a span strikes it through in the navigator and removes its redaction marker from the Redacted pane.
  • A full-width Redact All Like This button. Clicking it scans the document for every other occurrence of the exact text and creates or updates spans so that all of them are accepted with the same PII type. The page reloads to reflect the new spans. (Match is case-sensitive and literal — substrings of longer words can match, so use it on unambiguous text like a project name or an email address.)

Document-level actions

The header has Previous / Next buttons that step through the documents in this batch. By default the order is highest risk score first (with a stable tie-break on document id), so working straight through Next pulls the riskiest document of the batch up first and the lowest-risk last. You can change the sort to Document Priority or Document Filename under your personal review-page preferences; whether the buttons skip documents that have already been accepted or rejected (APPROVED, AUTO_APPROVED, REJECTED) is controlled by the same preferences page.

Next to the buttons is a Document X of Y counter. Y is the number of pending documents in the batch (everything except APPROVED, AUTO_APPROVED, and REJECTED); X is the position of the document you are currently viewing within that list, ordered by your chosen review sort. The counter only appears while the current document is itself pending — once you accept or reject it, it leaves the pending list and the counter is hidden.

In batches with Blind Double Review enabled, Previous and Next also skip any document flagged for double review whose first review was performed by you. This keeps the second review blind — you are never paged into a document you have already reviewed, even if it is otherwise eligible for the queue.

It also has Approve / Reject / Unapprove buttons. These set the document's status:

  • Approve — records your approval and returns you to the queue (or jumps to the next document if your "advance to next on approve or reject" preference is on). Whether the document moves to APPROVED immediately depends on the batch's approval rule sets: if dual approval is required and you're the first approver, the document stays in REVIEW_REQUIRED until a second different reviewer approves.
  • Reject — moves the document to REJECTED. Like Approve, it returns to the queue by default and jumps to the next document if your advance-to-next preference is on.
  • Unapprove / Unreject — only shown for already-decided documents; flips the document back to REVIEW_REQUIRED so it can be re-reviewed.

Focus mode

The header's Focus button toggles a distraction-free view of the review page. When focus mode is on:

  • The left navigation sidebar, page footer, and Back-to-queue link are hidden.
  • The dual-approval progress banner, lock-conflict banner, and the status / risk-score / batch metadata strip below the filename are hidden.
  • The terminal-status banners (APPROVED, REJECTED, FINALIZED) and the Unapprove / Unreject controls are hidden.
  • The filename, the Original / Redacted / PII Navigator panes, the Previous / Next buttons with the Document X of Y counter, and the Approve / Reject buttons remain visible.

Click Exit focus to return to the full layout. The toggle is per-tab and not persisted.

The same reviewer can never approve a document twice — a duplicate click shows an inline error. The Document Queue's Approvals column tracks progress (e.g. 1 of 2, 0 of 1).

Approve / Reject are hidden once the document is in a terminal status (APPROVED, REJECTED, or FAILED). The decision is captured in the audit log along with who made it and when.

What happens to the underlying spans

  • Span status changes (Accept / Refuse) are persisted on every click.
  • Type changes are persisted on every selection change.
  • Document Approve / Reject does not modify span statuses — it only marks the document. Approved documents typically have all their spans accepted by the time you click Approve.