Redacting Information
You can redact sensitive information from documents before sharing them with others. You should redact information if you are sending it to someone and it contains things like PII and PCI.
If an item has a draft redaction you will be able to select to see the original or draft redacted version from the redaction mode.
Redact an Item
Items can only be redacted within the SAR application within the Full Screen Preview. You can redact specific lines or entire areas.
Within the item full screen preview select Redaction mode.
This will enable the redaction tools within your preview.
Data Record Redaction
When redacting a data record, it is converted to a PDF before you can add any redactions. You can choose to include all rows or pick the rows you want to include.
When you turn on the redaction mode for a data record a pop will appear.
Choose Use all rows or Pick specific Rows.
Select Continue to Redaction.
Use all rows
If you select use all rows a PDF containing all the rows will be created. You can then redact the file like any other file being redacted.
Pick specific rows
Check all the rows you want to combine and redact.
You can search and filter the table to find the rows you need.
Select Confirm Selection once all the rows are checked.
This will create a PDF you can then redact like any other file.
Redacting
A line
Select the Text selection button within the preview navigation bar.
Highlight the information in the document using your cursor.
Hover over the highlighted area.
Select Mark for redaction.
You can then continue to redact the file or select Save Draft to save it for later.
When you are happy with all the redactions or they have been reviewed, select Finalise to Apply.
An area
Select Rectangle redaction.
Click and drag over the area you want to redact.
This will place a rectangle on the page.
You can use the circles on the box to change the size and drag it around the screen to move it.
Once it is in the right place hover over the area and Mark for redaction.
Once marked for redaction you can hover over the area again to see how the redaction will appear.
You can then continue to redact the file or select Save Draft to save it for later.
When you are happy with all the redactions or they have been reviewed, select Finalise to Apply.
Drafts
A draft can be reviewed by others before saving a copy and redacting that information. You can use a draft to save a file you are not finished with to come back to and continue redacting.
Finalising a Redaction
Once you have everything you need redacted you can finalise all redactions. Once finalised the file can not be amended. If you need to make a change you will have to redact the information again using the original document.
Redaction Reason and Customisation
Adding labels will help subjects and reviewers understand why something was redacted. Labels will also promote transparency and confident in the quality of disclosure.
When redacting information you can add a label to explain why.
Hover over the redacted information before saving final redactions.
Select the style.
From here you can change fonts, add labels and change the redaction colour.
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