Redacting documents | DealCentre

  • Updated

Applies to: Advisors and sellers
 

When documents are uploaded, they are scanned for sensitive information. You can select the categories of information for which you want the platform to scan. PDF documents with fewer than 500 pages can be redacted. You can view the sensitive information found by AI redaction by opening the document in the redaction view from the Preparation area. In the redaction view, you can choose which suggestions to apply and also manually select items to redact.

While you are marking up the document, a draft of the markup is saved every minute. You can also click Save Draft to save more often. Drafts are saved in the Preparation area. When you finish marking up the document, you can apply the markup. All marked information is permanently removed from the document and the document status is changed to Redacted.

Icons_Approved.svg How to configure redaction

Configure redaction

When documents are uploaded, they are scanned for sensitive information. You can select the categories of information for which you want the platform to scan. PDF documents with fewer than 500 pages can be redacted.

  1. From the Deal List, select the deal for which you want to create a link.
  2. Click the Settings tab.
  3. Click Redaction Configuration.
  4. Click Edit.
  5. Select or deselect categories.
  6. Click Save. The changes will be applied to documents uploaded in the future. Documents that have already been uploaded will not be affected.

Icons_Approved.svg How to redact documents

Redaction toolbar

The redaction toolbar has the following options:

  • Search - Displays the search panel where you can search for text.
  • Markup details - Displays the items selected for redaction pane.
  • Settings – Lets you configure how the pages will transition, the page layout, lets you rotate the page, and lets you view the document in full screen mode (press the ESC key to exit full screen mode).
  • Scroll document – Enables document scrolling.
  • Select - Lets you select text and displays a toolbar that lets you copy the text, highlight, underline, strikeout the text, mark the text for redaction, or link the text to a URL or page.
  • Zoom out – Reduces the selected area of the display.
  • Zoom in – Enlarges the selected area of the display.
  • Fit to width – Lets you select how much of the page to display.
  • Manual markup – Enables manual markup.
  • Download - Downloads the document.
  • Print - Prints the document.

Redact documents

  1. From the Deal List, select the deal for which you want to redact documents.
  2. Click Documents.
  3. Click Preparation.
  4. Click the three dots menu in the Actions column of the document and select Open in Redaction View.
  5. The first time that you open a document in the redaction view, a list of all items found by AI redaction is displayed. Only categories that have been selected in the redaction configuration are selected. You can view items found in unselected categories by clicking Show Hidden Categories. Use the down arrow to view specifics about the items. Select or deselect items that you want to mark for redaction and click Mark x Selected Items. The next time you open the document in the redaction view, this dialog box is not shown. Instead, the document is displayed immediately.
  6. You can redact items and remove redacted items in the following ways:
    • Manually mark items for redaction - Click the manual markup tool and highlight items that you want to mark for redaction.
    • Mark items for redaction using search - Click the search icon, enter the term and search for it. To mark it for redaction, click the select button and click Add to Marked Up Using Search.
    • Delete markup from items - In the Selected for Redaction pane, click the trashcan icon next to the markup that you want to remove.
  7. When you are ready to redact the document, click Apply Redactions. All marked information is permanently removed and the status of the documents is changed to Redacted.
  8. Click Redact to confirm.

Additional information

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