Manually redacting documents | DealCentre AI

  • Updated

Applies to: Deal team, Sellers with management rights (when applicable), and Third parties

When documents are uploaded, they are scanned for sensitive information. When you upload a PDF document with fewer than 500 pages, you can manually redact sensitive information.

In the Preparation area, you can open the document in the redaction view and select the text you want to remove. While you are marking up the document, a draft is saved every minute, you can also select Save Draft to save more often. When you apply the redaction, all marked information is permanently removed, and the document status changes to Redacted.

Deal administrators can also configure redaction settings and perform bulk redaction. For more information, see Redacting documents in bulk.

Video - Redacting documents in DealCentre AI

Watch this walkthrough to learn how to perform redaction of PDF documents in DealCentre AI.

Icons_Approved.svg How to manually 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 manually

Display redaction view

  1. Click the DealCentre icon DCAI product icon.png in the upper left corner of the screen to display the deals list.
  2. From inside your deal, click the Preparation icon DCAI prep icon.png on the left side of the screen.
  3. Locate the document you want to redact and click the three dots menu in the Actions column, then select Open in Redaction View.

The first time that you open a document in the redaction view, all items found by AI, that is the Intralinks AI recommendations are displayed. Only categories that have been selected in the redaction configuration are marked.

To view and modify unselected categories for redaction

  1. From within the redaction view, click Show more to view items found in unselected categories.
  2. (Optional.) Click Settings to modify the categories.
  3. Click Show Hidden Categories to view the hidden items. 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.

Apply redaction

  1. 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.
  2. When you are ready to redact the document, click Apply Redactions. 
  3. Click Redact to confirm.

All marked information is removed, and the status of the document is changed in the Preparation area to Redacted.

Icons_Approved.svgHow to remove redaction

In addition to removing redaction from individual items as described above, you can remove all redaction from a document. When you remove redaction, all previously redacted information will become visible in the document. If the document has been pushed to diligence, buyers will be able to see previously redacted information.
  1. Display the deal you want to work with. If you are viewing another deal, click the DealCentre icon DCAI product icon.png in the upper left corner of the screen to display the deals list.
  2. Click the Preparation icon DCAI prep icon.png on the left side of the screen.
  3. Click Documents.
  4. Select the document from which you want to remove redaction.
  5. From the three dots menu select Remove Redaction.
  6. (Optional) Mark the box next to Remove appended suffix for x documents.
  7. Click Remove Redaction again to confirm. 

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