Redaction is essential for hiding sensitive information and ensuring the confidentiality of your documents, especially during transactions, audits, or legal procedures.
Before you begin, always keep an original copy of the document.
Step 1: Select the Document to Redact
To start, go to the Documents module. In the Options column to the right of the document, click on the three dots (⋮) labeled “More actions”. Then, from the dropdown menu, select the framed option “Redact”.
Note: A redacted document may be larger than the original depending on the number of pages and redaction marks. For storage calculation, only the original document size is considered.
You can monitor storage usage from the Settings page.
Click “Continue” to open the document in a new tab.
Step 2: Apply Redaction
Two methods are available :
- Redact by Keywords:
Click in the Text Search bar and enter the text you want to redact.
- Redact by Area:
Click “Start”, then drag the cursor to select an area to redact. If needed, apply the same selection to all pages (e.g., logos). Once done, click “Stop”.
Tip: Review the list of information to be hidden before finalizing. This step is crucial to ensure compliance and prevent data leaks.
Step 3: Finalize the Redaction
To save the redacted document, click “Save”.
The hidden elements will be permanently redacted and cannot be modified.
🚫 Do not refresh the page during the saving process to avoid interruptions.
A notification saying “Redacting saved” will appear at the bottom of the platform to confirm the operation is complete.
The document will then be updated and tagged as Redacted.
Recommendation: Re-read the document to confirm that all sensitive information has been properly covered.
Special Case: Scanned Documents (OCR)
To redact scanned documents, you must first perform OCR (Optical Character Recognition) to make the text detectable.
Then, you can apply keyword-based redaction.
Stronger PDF redaction. When you save redactions, we now convert the PDF to an image-based PDF.
This permanently removes the underlying text so it can’t be copied, searched, or programmatically extracted—preventing the common issue where hidden text remains in the file.