Create and Use a Custom Redaction Pattern

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You can search for specific data in documents with Redaction Patterns. NextRequest provides basic preloaded patterns that search for email addresses, phone numbers, Social Security Numbers (SSN), dates, and zip codes.

Did you know you can create custom redaction patterns to locate the specific information you need to redact? For example, maybe you don't need to redact all email addresses in a document, only the addresses that do not belong to public employees. You can do this with custom search patterns. Custom search patterns are created with regular expressions.

A regular expression, or regex, is a sequence of characters that define a search pattern. Usually, such patterns are used by string searching algorithms for "find" or "find and replace" operations on strings, or for input validation.

Important Note

Use custom search patterns at your own risk. {{variable.NextRequest}} support cannot debug your regular expression/redaction pattern if it does not perform as expected. We always recommend testing before using custom searches on documents for a real request.

Tips

  • Check out Regular Expressions 101 or Rubular to test your regular expressions before adding them to the portal.

  • Test your pattern on realistic documents so you can be sure it will locate the data correctly.

Create a Custom Redaction

  1. Log in to NextRequest as an Admin or Department Admin

  2. Navigate to the Admin header and click Redaction Patterns in the drop-down
    Admin header - redaction patterns selected in dropdown.

  3. Click Create Redaction Pattern
    Create redaction pattern button.

  4. Enter the Name of the pattern. This is what will be displayed in the drop-down menu in RapidReview.
    Redaction pattern name.

  5. Enter the regular expression in the Redaction Pattern field
    Redaction pattern textbox.

  6. Click Save
    Save button in bottom left corner.

Use a Custom Redaction Pattern in RapidReview

  1. Navigate to your Request

  2. Access RapidReview

    Highlighted wrench icon representing tools in a user interface toolbar.

  3. Select documents, then Batch Redact
    Document management interface showing uploaded files and filter options for organization.

  4. Search under Redaction Type for your created Redaction Patterns and select which one you would like to apply.
    Interface for batch redaction, including options for redaction type and phrases.

    • Redaction Type: Select zero or more options

    • Redaction Phrase: Input a word or phrase to redact

    • Place in Folder (Optional): Select a folder or start typing to create a new folder

    • Set Redaction Reason: Select a redaction reason

  5. Select Start Redaction
    Interface for batch redaction, selecting types and phrases for document redaction. Start Redaction button highlighted

Use Custom Redaction Pattern in Standard Redaction

  1. Navigate to your Request

  2. Navigate to the Documents tab
    Overview of request details including timeline, documents, and tasks sections.

  3. Find the file and select Redact File from the three horizontal dots dropdown
    Document management interface showing filters and options for file actions. Redact file menu option highlighted

  4. Select Search
    Document interface showing search and redaction options for a PDF file.

  5. Select the drop-down arrow next to Search Document and select your Redaction Pattern
    Document search options including USA Postal Code, SSN, Phone, Email, and weapon.

  6. When you have the Redaction Pattern selected, select Search
    Search document interface showing options for email and other data types. The search magnifying glass is highlighted

  7. The search will show you how many results have been found in the document and allow you to review them in the document.
    Document search interface showing results, filters, and navigation options for users.

  8. Select the documents, then select Redact
    Document search interface showing redaction options and highlighted search results.

  9. Select Redact All to apply redactions
    Document search results showing options to redact selected items and all results.

  10. Select the Save button to burn in redactions
    Screenshot showing navigation buttons and a highlighted 'Save' option in a document viewer.