Document – Manual Document Redaction

Learn how to redact PDFs and Documents manually and automatically in only a few simple steps. When working on a PDF or document within the software, there are a number of tools that can you use to redact personal information both manually and automatically. To begin:

1. Click on the Manual Redaction button within the Toolbar. This will enable you to draw redaction boxes over any personal information within your document that you are looking to remove. To do this, right-click on your mouse and draw a redaction box over a word, phrase, image, etc. You can also color code your redaction work to make it easier for you to identify which categories of information have been removed within a specific portion of your document.
2. Right-click on your mouse and highlight words or phrases within your document just as you would do when using a word processing program. After you have highlighted the words, right-click on your mouse and select “Redact Highlighted”, “Redact in Page”, or “Redact in Document”.
3. Click on the Page Redaction button within the Toolbar. As the name suggests, the tool will enable you to redact entire pages within your document at the click of a button. To do this, click on the Redact in Page button at the bottom of the Page Redaction panel.
4. Click on the Find & Redact button within the Toolbar. This will then pin the Find & Redact panel to your workspace. Within this panel, you can type words or phrases within the search bar, and then redact every case where a word or phrase appears within your document by clicking the “Redact All” button.
5. Click on the Patterns/ Regulations Expressions Redactions button within the Toolbar. This will then pin the Patterns/ Regulations Expressions Redactions panel to your workspace. This will allow you to select a specific pattern from a drop-down menu (email address, phone number, credit card number, etc.) and then redact all of these patterns within the document automatically by clicking the “Redact All” button.
6. To automatically redact documents using the AI Analytics feature, click on the Analytics tab within the right-hand second of your workspace. This will open the Analytics panel. Click on the Pin icon within this panel to pin it to your workspace.
7. From within the Analytics panel, click on the AI Analysis button. This will then take you to the AI Analysis pop-up. From within this pop-up, you will then be prompted to select the language that your document(s) are written in, as well as the categories of personal information that you would like the system to automatically detect and redact (names, phone numbers, postal addresses, etc.) Alternatively, you can also choose the Select All option to redact a wide range of personal information from your documents. Next, click the Analyze button to begin the process.
8. When the AI Analysis button has been completed, all the personal data within your document that has been detected by the system will now be present within the Analytics panel.
9. To redact a particular word or phrase, hover your mouse over the word or phrase within the Analytics panel, and then click the Redact button. You can also click on the Go to Position button to view the exact portion of your document where a particular word or phrase appears. Conversely, you can also click on the Redact All Search Results button at the top of the panel to automatically redact any information the system has detected.
10. After you have redacted the personal data from your document(s), click on the Export button in the right-hand section of the software. This will then open the Export Options pop-up.
11. From within the Export Options pop-up, you can click on the Export button to begin the document expiration process.
12. When the export process has been completed, your newly redacted document will be present within the Project Files panel, and you can observe it again for your own review.