Applying Auto-Redaction

Auto redaction can be applied to a whole folder, a selection of items or a single document. 

• Right-click on the folder or document and select ‘Apply Auto-redaction’.
• On the bottom of the pop-up, expand the list(s) and select what needs to be redacted automatically (for example, in the below case “Email” under PII Redaction has been chosen for Auto Redaction)
  • PII items: pre-set and AI-detected items related to personal information
    • Company Names
    • Person Names
    • Emails
    • Addresses
    • Telephone numbers
    • IBAN
    • Dates of birth
    • Social Security Numbers
    • Passport numbers
    • Monetary Values
  • Regex items
    • Any regex items created from the Smart Redaction settings
  • List items
    • Any lists of words to be redacted, either created from the Smart Redaction settings or the in-document tool
  • Excluded items
    • Any lists of words to be excluded from being redacted, either created from the Smart Redaction settings or the in-document tool

• Click on Apply auto redaction

• Once auto redaction has been applied, under the Redaction column, “ Automatic” will be mentioned. When opening the document, the “ Email” occurrences have been redacted.

Editing Auto-Redaction

When you need specific documents to have applied different Auto-Redaction settings, click its title to open it and enable the ‘Redaction’ panel.

• On the left pane, choose which items or topics should be enabled or disabled, or even which words by expanding the results (click the ‘+’ next to each topic). From that pane, you can also manage the lists you want to apply (or not) to the document.

• Once done, click ‘Apply Redaction’ on the bottom of the pane.