Redact a document in Review

You can apply redactions only to the image version of a document. Redactions may cover specific areas or entire pages. You can also add a redaction comment to provide more context.

When you select redaction options such as fill type, fill color, or background color, the system retains these settings as your default setting until the session ends.

To configure redaction labels that appear in the Reasons menu during redaction in Inspect or Review, use the Project Settings.

For related procedures, refer to the following topics.

To redact information, complete the following procedure.

  1. In the Main Menu, select .

  2. Select a document to view in the Docked Viewer or click in the Docked Viewer to open the Undocked Viewer in a new browser tab.
  3. Select to display the image of the document.
  4. Click to open the Toolbox.

  5. To redact selections in the current document, perform the following steps.
    1. Select in the Toolbox, then click . In the Docked Viewer, you can also click on the bottom of the page.
      • The system keeps the selected until you select another option in the Toolbox. This helps you make multiple redactions on the document images by single clicking the icon.
    2. Select a to apply to the redacted area.

    3. In the Reasons menu, select a reason from the list. Or, create a new reason by selecting . Then, type the reason.
      • When you use a reason for redaction, the system will use this reason as the default option for further redactions. Also, when you create a new reason, the same appears in the Reasons menu, which you can select for further redactions.

    4. Draw the redaction over the text.
    5. To modify an existing redaction, follow these steps.
      1. Click in the Toolbox.
      2. Click the redaction.
      3. When blue handles appear on its border, select or enter a different reason.
  6. To redact one or more full pages, perform the following actions.
    1. Click in the Toolbox.
    2. In the dialog box, select , , or . If you select , enter a page range.
    3. From the drop-down list, select a reason. Or, you can select and type the reason in the field that appears.
    4. Click .
  7. To create an inverse redaction, keeping only selected content visible and redacting everything else on the page, perform the following actions.

    1. Click in the Toolbox.

    2. Draw a box around each area of the page you want to keep visible. You can draw more than one area.

    3. Click again, choose a color for the redaction, and then select or enter a reason. The system redacts all content on the page outside the areas you selected.

    4. To add another visible area to an existing inverse redaction, click   and draw another box.

    5. To modify an inverse redaction, do any of the following.

      • To move or resize a visible area, select it and drag it or its handles.

      • To delete all inverse redactions on the page, click .

  8. Click in the Toolbox to view the redacted content. Click it again to hide the redacted content.