How to Redact Documents

How to Redact Documents

1. Click on a document to open it in the document viewer.
2. In the document viewer, navigate to the page containing the information you want to redact, then select the Redaction tool.
3. Drag and drop a box over the section(s) of the document you want to redact.
4. Click the X to close the document viewer once you have applied the redactions. Redactions are saved automatically.
5. Normal users in the workspace without the Edit Redactions permission cannot view the content behind redactions.

Notes

• Before you begin: Please ensure that the Redaction app is enabled in your workspace. For instructions, see How to Set up Workspace Apps.
• Note that workspace managers, and users with the Edit Redactions permission, can always view the content behind redactions.
• Redaction is supported for PDFs, images, Word documents, and emails.
• Redaction is not supported for spreadsheets, presentations, audio files, video files, archive files, or other unsupported file formats. Password-protected documents, corrupted files, and documents that cannot be viewed in Safelink also cannot be redacted.
• Redactions are controlled by a permission called Edit redactions, available on the User’s Permission page.
  • Workspace managers have this permission enabled by default
  • Normal users do not have this permission by default
  • Workspace managers can enable this permission for individual users

• Users with Edit redactions permission

  • Can view, add, move, and delete redactions
  • Can see the content behind redacted areas
  • Can download documents without redactions applied (if they choose not to apply them)
  • Can view redactions created by other users (if shared with all users)

• Users without Edit redactions permission

  • Cannot see behind redacted sections or pages
  • Cannot move, or delete redactions
  • Will have redactions automatically applied when downloading documents