How to redact a document in 4 easy steps

Redactable’s document redaction process allows users to hide or obscure sensitive or confidential information within a PDF document using multiple redaction methods in a single interface. This is ideal for users who need to apply redactions consistently but do not want to manage separate tools or disconnected workflows.

Why it matters

Properly redacting sensitive data is crucial for compliance, security, and efficiency. Redactable's redaction process improves redaction accuracy and consistency by:

• Keeping redaction actions centralized: Create, apply, review, and finalize redactions within the Redaction Wizard.
• Supporting multiple redaction methods: Apply manual redactions, text search, categories, or auto-detection in a single workflow.
• Assisting with sensitive data identification: Auto Redaction uses AI-based language analysis to detect and suggest content that may require redaction.
• Providing verification of completed redactions: Finalized documents include a redaction certificate that records the redaction action and confirms completion.

Redacting a Document in 4 Easy Steps

Step 1. Create a Project

To create a new project, go to the Documents tab, click +New Project, enter the project’s name, select the project owner, and click Done.

Step 2. Upload Files 

To add documents for your redaction project, click + Upload Files, select the file(s), choose the destination Project folder, and upload using drag & drop, your device, or a supported third-party service.

Step 3. Redact Your File

To apply redactions, click the file name to open the redaction editor, then use the Redaction Wizard to manually redact, search text, apply categories, or use Auto to scan for confidential terms.

Step 4. Finalize & Download

To complete the redaction, click Finalize Redaction in the top-right corner, then confirm and select Download File.

After downloading, the redacted file is ready for sharing or storage.

If you have additional questions or need help, please contact us at support@redactable.com.

Tip: For detailed instructions on how to use the Redaction Wizard, click here.