Using manual redaction | VDRPro

The redaction area displays a list of all documents that have been moved to it and their statuses. Documents can have one of the following statuses:

• Not started - the document has not been marked up or redacted
• In progress - the document has been marked up for redaction and saved
• Redacted - the document has been redacted and the unredacted version of the document has been replaced with the redacted version in the document index

Use the search field to find documents that you want to redact. Note that the search searches file names only.

From this screen you can also remove documents from redaction and revert documents to the previous version.

You can move PDF files to the redaction area so that you can redact them.

1. Click the Documents tab.
2. Select the documents that you want to redact.
3. From the Action menu, select Add To Redaction.

   If you have selected any documents that are not PDF documents, this option is not available.

Only one document can be open for redaction at a time. The redaction area has three panes:

Search area – Located on the left, use the search area to search for items to redact, view search history, and search results. It has options for case sensitivity, search for a whole word, using a wildcard, and for using regular expressions. The search history lists all words users have searched for in the document. The search results show the identified words on each page of the document. You can click on a result to find individual items that you might not want to redact.

Marking history – This panel is only displayed when there is marked text. It shows a list of users who have marked items on each page, and includes the user name, date, and time that the item was marked. Use the buttons at the top of the marking history to select how to display the history. You can view the history as thumbnails, in an outline, or as notes. In note view, you can display the items by page number (position) or by time.

Document area – Located on the right, this area displays the document and items that are marked for redaction. You can use this area to manually redact and unredact items and to control how the document is displayed.

When you are finished marking up the contents of a document, you can redact it and publish it to the data room. After you redact the document, none of the marked text is visible; search history and search results and annotations are permanently removed. You will not be able to make any further redactions on this document, and the unredacted version of the document is replaced. If you need to change the redacted items, delete the document, upload it again, and then redact it.

1. Click the Redaction tab.
2. Click the document that you want to redact and publish.
3. The document will open in the redaction window.
4. Enter a search term in the search field and press Enter.
   All found items are marked for redaction, the search history and search results are populated, and the marking history pane is displayed.
5. (Optional.) To confirm that all of the found items should be redacted, click each page in the Search Results.
   • To unmark an individual item, click on the item in the document, and click the trashcan icon.
   • To change the highlight color for an individual item, click on the item in the document, and click the palette icon.
   • To unmark all items found for a search, in Search History, click the x next to the searched for text.
6. (Optional.) To save a draft without redacting the document, click Save Draft. This is useful when you are not finished redacting or when you need someone else to review the redacted items.
7. (Optional.) To download the draft, click the Download button.

To manually mark items for redaction

1. Click the Select button.
2. In the document, select the text that you want to redact.
3. Click the Mark for redaction button.

To mark OCR text for redaction

If optical character recognition (OCR) is enabled, you can manually mark and redact content; however, you cannot search the content.

1. Click the down arrow on the Mark for redaction button, then click Mark for redaction.
2. Select the color you want to use for redacted text.
3. Select the text that you want to redact.

1. Click Redact & Replace on the lower left.
2. (Optional.) Rename the file in the Document Name field.
3. Click Redact & Replace.

When you remove a document from the redaction area, the markup is removed and the document reverts to the unredacted version.

1. Click the Redaction tab.
2. Select the documents that you want to remove.
3. Click the trashcan icon.
4. Click Remove to confirm the removal.

You can revert a redacted document to its previous version.

1. Click the Redaction tab.
2. Select the redacted document that you want to revert.
3. Click the Restore previous version icon in the upper right of the screen.