Getting Started with Redaction

Redact multiple documents at once using our powerful AI Hybrid redaction tool. Here's how:

• Documents must be OCR-optimised & UTF-8 or English character sets
• Maximum 90 documents per bulk redaction
• currently supports only pdf, xls,xlsx,doc,docx,ppt and pptx

📁 Step 1: Upload Your Files

Upload the files you want to redact.

• Supported formats: PDF and Word (.docx)
• Files must be OCR-optimised (i.e., searchable text)

⚙️ Step 2: Enable Redaction

1. Click the Settings icon (top right corner)
2. Select Edit Site Details
3. Enable the following features:

• ✅ Indexing
• ✅ Redaction

4. Click Save Changes

🖱️ Step 3: Select Your Documents

1. On the left side, click Select
2. Choose what you want to redact:

• Individual documents
• Entire folders
• Or click All

📌 Step 4: Access AI Redaction

1. Once items are selected, a new button will appear: Selected Items (right side of the Select button)
2. Click Selected Items → then choose AI Redact

🪄 Step 5: Configure AI Redaction

A popup window will appear with the following options:

• Presets: Choose types of data to redact (e.g., 📧 Email, ☎️ Phone, 🏠 Address)
• Regex text to redact/Free Text: Enter custom keywords or phrases to redact
• Ignore Whitelist: Input words you want to ignore (not redact)
• Press Redact button and files will be processed
• You can close the progress bar pop-up, and refresh your page to see the files that have been redacted

Optionally: Use “Prepare Mode”

• Enable Prepare Mode if you'd like to bulk-mark redactions first ( ❤️ strongly advise you do this, its the most efficient process)
• The system will highlight matching content across all selected files without applying redaction yet

✂️ Step 6: Review & Apply

After you click the redact button on the pop up, the files will be sent for redaction and a progress bar will display, work on other stuff until it's done.

Then refresh your page and you will now see documents marked as " prepared redact "

1. Click on a "Prepared - Redact" file to open it in the secure viewer
2. In the secure viewer, click the red Redact button (top right)
3. Review the suggested redactions:

• ✅ Click Apply to confirm
• ✏️ You can edit, remove, or add redactions manually

4. Move on to the next file and repeat the process

This is still beta, so test it out on document copies, and don't run it on a running data room - do it in the preparation stage!

Updated on: 21/07/2025