Creating redactions from electronic documents

  1. Right-click the record and on the New menu, click New Redaction.

    Content Manager creates a copy of the electronic document and presents it in the Create New Redaction viewer window.

    The Redaction Editor Window has a ribbon with the following commands:

    HOME tab

    • File Group - Save as PDF and Close

  2. Click Redact to display all the redaction tools.

    You can search the document for specific phrase or text. You can use different redaction tools to redact the document. For example, Select, Redact Area, Redact polygon, Redact Text, Allow Area, Redact Privacy Info, Find and Redact, Find and Redact From/To, Redact Using Scripts, and Redact Page. You can also change background color and color settings.

    Click to get more information on the available redaction tools.

  3. Set the selection you want to hide and click Save as PDF to save the redaction.

    This will save the redaction as a new record that is linked to the original electronic document.

    This depends on the system option Save a transparent form of the redaction as a rendition of the original record.

    See System Options Record page.

  1. Right click on an already redacted record, select the option Electronic > Continue Redaction:

    • Selecting it will display the electronic document in the dialogue ‘Continue editing a Redaction’.

    • The document is now in status ‘Checked Out’.

  2. Edit and click Save as PDF will close the dialogue.

    3. The document is now in status ‘Checked In’.