Getting started with Northdocs

Northdocs is fail-closed document review for FOI, DSAR, and litigation packs. The standard path is Case, Fast Track, Finalize for export, Export. Download is refused if verification finds surviving sensitive text.

Do this first

1. 1

   Sign in and pick an organization

   Select or create your organization from the switcher in the sidebar.

2. 2

   Create a Case for related files

   Fast Track identities and pseudonyms stay consistent across the pack. Pick a template (DSAR, FOI, litigation, or RFP) if you want a matching checklist. Dragging a folder onto Cases opens the create dialog with the folder tree: uncheck files you do not want, see unsupported types, and choose flatten or keep nested structure. A one-off upload into Documents skips that roster and is the wrong default for a pack.

3. 3

   Accept people once

   Use the Case identities panel beside the file list to accept a person once across every file, or open a document and use Fast Track. Fast Track opens in Categories. Switch to Identities when one decision should cover a person and their linked details.

4. 4

   Finalize for export

   Accept or Keep detections, then Finalize for export with Redact (black out) or Pseudonymize per category. Finalize stays visible with a leftover count. Leftover pending items stay readable after a confirm. Each document still verifies on its own before download.

5. 5

   Open Export

   Use Export for watermarks, page numbers, a Document Access Appendix, and rasterize on scans. If you open Export before Finalize for export, the dialog tells you. That warning is the product working.

Academy and later lessons

Academy Getting started walks this path on the demo pack.

• Conversation Redact for chats and meeting audio (on with the plan).
• Disclosure OS on FOI and DSAR templates: clocks, exemptions, and a response memo. Available on Firm and Enterprise. An organization admin enables it under Settings → Modules.
• Prompt Guard on the dashboard wipes clipboard text before you paste into an AI tool.
• Outbound Guard is Outlook send-time protection when mail is the next leak, not the first Academy lesson.