Automatically redact documents

You can select specific types of information to redact in the selected documents that contain images. In addition, you can supply a regular expression to redact when found in the selected documents. For more information about regex, refer to Regular expression reference.

Use Search Builder to select the documents that contain images. To search for documents that contain images, refer to Search for document images.

Perform the following procedure to automatically perform redaction on selected documents.

1. In the Main Menu, select Review.

2. Select the documents to automatically redact.
3. In the Document Actions pane, click Redact.
4. In Job Name, type a name to identify the redact action.
5. In Redact Common Data Types, select one or more of the following data types to redact.

   • Bank Account Number (UK). Finds the UK bank account numbers, which typically contain eight numbers without any separator.

   • Bank Account Number (US). Finds the US bank account numbers, which typically contain 5 to 17 numbers without any separator.

   • Date. Finds dates where numbers match the following patterns, using a forward slash (/), period (.), or hyphen (-) as the date separator. In addition, year can appear as four- or two-digits (yyyy or yy).
     

     Date separator: /	Date separator: .	Date separator: -
     mm/dd/yyyy mm/dd/yy	mm.dd.yyyy mm.dd.yy	mm-dd-yyyy mm-dd-yy
     dd/mm/yyyy dd/mm/yy	dd.mm.yyyy dd.mm.yy	dd-mm-yyyy dd-mm-yy
     yyyy/dd/mm yy/dd/mm	yyyy.dd.mm yy.dd.mm	yyyy-dd-mm yy-dd-mm
     yyyy/mm/dd yy/mm/dd	yyyy.mm.dd yy.mm.dd	yyyy-mm-dd yy-mm-dd

     
     Click to view Regular Expression for Date
     (\b|^)([0123]?[0-9])[\/.\-]([0123]?[0-9])[\/.\-]([1-2][0-9]{3}|[0-9]{2})(\b|$)|(\b|^)(\d{4}|\d{2})[\/.\-]([0123]?[0-9])[\/.\-](([0123][012])|([0-9]))(\b|$)|(\b|^)([1-9])[\/.\-]([1-9]|[0123][012])[\/.\-]([1-2][0-9][0-9][0-9]|[0-9][0-9])(\b|$)
   • Email. Finds email addresses using alphanumeric characters adjoined before and after an at sign (@), ending with a period and three alphanumeric characters.
     xxx@xxx.xxx
     Click to view Regular Expression for Email
     [a-zA-Z0-9._-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,4}

   • National Insurance Number (UK). Finds the national insurance numbers, which contain two prefix letters, six numbers, and one suffix letter in the following patterns.
     xx xxxxxx x
     xxxxxxxxx
     xx xx xx xx x
     

   • Passport Number (UK). Finds the UK passport numbers, which contain nine numbers without any separator.

   • Passport Number (US). Finds the US passport numbers, which contain either nine numbers or one prefix letter and eight numbers without any separator.

   • ITIN (US). Finds the individual taxpayer identification numbers where numbers match the following pattern, using hyphens or spaces as separators.
     9xx-xx-xxxx
     9xx xx xxxx

   • SSN (U.S.). Finds social security numbers where numbers match the following pattern, using hyphens or spaces as separators.
     xxx-xx-xxxx
     xxx xx xxxx
     Click to view Regular Expression for SSN
     [0-9]{3}[-|[:space:]][0-9]{2}[-|[:space:]][0-9]{4}
     
   • Phone. Finds telephone numbers with the following patterns, using a hyphen (-), period (.), or space as separators.
     (xxx)-xxx-xxx
     xxx-xxx-xxx
     xxx-xxxx
     

     Phone # separator: -	Phone # separator: .	Phone separator# : space
     (xxx)-xxx-xxx	(xxx).xxx.xxx	(xxx) xxx xxx
     xxx-xxx-xxx	xxx.xxx.xxx	xxx xxx xxx
     xxx-xxxx	xxx.xxxx	xxx xxxx

     Click to view Regular Expression for Phone
     (\(?\d{3}\)?[ .-])?\d{3}[ .-]\d{4}
6. In Add Custom Redaction Terms, do one of the following.

   • To paste a list of redaction terms, complete the following steps.

     1. Select Add manually.

     2. In the Redaction Terms, paste your list of terms. Enter one term per line. The panel displays a running count of the terms you enter.

     3. Click Validate. The system checks your terms and displays the following before you submit the job.

        • Unsupported Formats. Terms that use formats the system cannot process for redaction. To know more about supported formats, refer to Regular expression reference.

        • Empty/Invalid Entries. Blank entries or terms that do not meet validation requirements.

        • Duplicate Terms. Terms that appear more than once in the list.

     4. To download the validation results, click Download to CSV. The file lists the flagged terms and the reason the system flagged each one.

     5. If the system flags any terms, edit, remove, or correct them in the text area, then click Validate again to refresh the results.

     6. To clear all terms and start over, click Clear All Terms.

   • To upload redaction terms from a CSV or TXT file, complete the following steps.

     1. Select Use template.

     2. Select an existing template or create a new template.

     3. To create a new template, click .

     4. In Redaction Terms Template, complete the following steps.

        1. In Template Name, type a name to identify the term set.

        2. In Upload File, drag and drop a .txt or .csv file, or click Browse to select one from your computer.

           • The redaction terms appear in the Redaction Terms field.

           • The panel displays the count of the terms.

        3. Click Validate. The system checks your terms and displays the following before you submit the job.

           • Unsupported Formats. Terms that use formats the system cannot process for redaction. To know more about supported formats, refer to Regular expression reference.

           • Empty/Invalid Entries. Blank entries or terms that do not meet validation requirements.

           • Duplicate Terms. Terms that appear more than once in the list.

        4. To download the validation results, click Download to CSV. The file lists the flagged terms and the reason the system flagged each one.

        5. If the system flags any terms, edit, remove, or correct them in the text area, then click Validate again to refresh the results.

        6. To clear all terms and start over, click Clear All Terms.

        7. Click Save.

7. To add a redaction label, in Redaction Label, do one of the following.

   • Select an existing redaction label.

   • Create a new label. To do so, select Enter a label, then type a label name in the text box.

8. Click Submit. When prompted to confirm the redaction, click Confirm.

9. To view details about the submitted job, in the Main Menu, select Overview and then click Jobs Overview.

10. In the Jobs Overview page, when the Job Status indicator reaches 100%, in the Job Name column, click the job you submitted. The resulting Information dialog box contains details about the job, including the number of documents that were selected and if any documents were skipped. For more details about this Information dialog box, refer to View Auto Redaction job details.