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How to Redact Documents

Redaction allows you to hide sensitive information in documents before sharing them with other users. This ensures confidential data remains protected while still allowing access to the rest of the document.

     

    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.

    Note that workspace managers, and users with the Edit Redactions permission, can view the content behind redactions.

    Normal users in the workspace without the Edit Redactions permission cannot view the content behind redactions.

     


    Important Information About Redactions

    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 sections or pages
    • 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

    Ensure that the “Allow annotations to be shared?” setting in the workspace settings is disabled (unticked).