How to use the Redaction Wizard

Modified on Fri, Mar 21 at 11:22 AM

Redactable's Redaction Wizard provides the quickest way to get started with document redaction by offering four intuitive methods in a single interface. It automates the search for sensitive data while giving you complete control over what gets redacted.


Why it matters

The Redaction Wizard is built on the premise that redaction should be effortless, not frustrating. It makes the redaction process faster and easier by:

  • Getting You Started Instantly: No setup or training required. You can just open your document and begin redacting.
  • Eliminating Cluttered Menus: Unlike other tools, everything is streamlined into a single, intuitive interface so you don’t have to navigate through multiple menus to find the right tool.
  • Ensuring an Easy Learning Curve: AI-powered automation and smart selection tools make redacting effortless and ensure the learning curve is minimal so you can master it in minutes.


Using the Redaction Wizard

Accessing the tool


    1. From your Redactable dashboard, open your document.



    2. The Redaction Wizard appears automatically when the document opens.


    3. If it doesn't appear, click on “Redaction Wizard” from the toolbar.



Choosing the redaction method

Select the approach that best fits your redaction needs:


Auto redaction

Automatically detects and highlights sensitive information for redaction. You can review the suggestions, select what to redact, and apply changes in one step. This is the quickest way to apply redactions.


Here’s how:

  1. Select “Auto” in the Redaction Wizard



    2. AI automatically identifies potentially sensitive information


    3. Review the highlighted suggestions and select items to redact


    4. Click on “Redact Items” to mark your selections



    5. Preview your redactions and click on “Finalize Redaction”



Categories

Identifies and redacts specific types of information, such as email addresses, phone numbers, and Social Security numbers. You can choose predefined categories and apply redactions to those categories in bulk.


Here’s how:

  1. Select “Categories” from the Wizard



    2. Choose from predefined data types (E.g., Emails, SSNs, Phone Numbers)


   

    3. Click on “Select All” or choose individual categories. Once done, click on “Search”


    4. Review detected items, select what to redact, and apply redaction by clicking on “Redact Items”

 


Search text

Finds all occurrences of a specific word, phrase, or pattern in your document. You can review the matches, select what needs to be redacted, and apply changes instantly.


Here’s how:

  1. Select “Search Text” from the Wizard


    2. Enter keywords to locate


    3. Review all instances found in your document

    4. Select items for redaction and click on “Redact Items”



Manual redaction

Allows you to manually select and redact any text or area in your document. This method provides manual control over what gets removed.

Here’s how:

  1. Select “Manual” from the Wizard



    2. Click to apply redactions to the text or areas that need redaction



    3. Review your selections by selecting “Redaction Preview”



If you have additional questions or need help, please contact us at [email protected].


Tip: For detailed instructions on how to redact a document, click here

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