Document Redaction

Prev Next

Before you share documents with the public, you may need to hide private or sensitive information. This process is called redacting. You can redact any document uploaded to NextRequest. Only the redacted copy will be sent to the requester.

Important Note:

To review or redact a document, it must be smaller than 500 megabytes. In the rare case your document is larger than this size, please split it into smaller parts. Each part should be under 500 megabytes before uploading it into your NextRequest account.

Create a Custom Redaction Reason

NextRequest comes with built-in redaction reasons, including "Customer Privilege" and "Privacy Information." You can also add your custom redaction reasons in the Admin panel. These custom reasons can be used in documents. You can edit or deactivate them at any time. If a reason is deactivated, it won't show in the list while redacting, but you can turn it back on later.

Important Note

Only Admins and Department Admins can input custom redaction reasons. Once a custom redaction reason has been input, it can be used by any staff when redacting documents.

Instructions

  1. Log in to your account.

  2. Select the Admin drop-down menu in the upper right-hand corner of the portal and click Redaction Reasons The Admin drop-down menu is highlighted in the upper-right corner of the portal's dashboard, next to the search bar.

  3. Click the blue Create Redaction Reason button above the list of redaction reasons. The blue Create Redaction Reason button is highlighted to the upper-right of the list of tags.

  4. Add a Name. The text entry field labeled 'Name' is selected on the 'Create Redaction Reason' pop-up window.

    Note:

    This is a required field, indicated by the asterisk next to the field's title. The name of the redaction reason will appear overlaid on the redacted part of the document..

  5. Add a Description. The text entry field labeled 'Description' is selected on the 'Create Redaction Reason' pop-up window.

    Note:

    This is a required field, indicated by the asterisk next to the field's title. The description of the redaction reasons will appear in the redaction log at the end of the document.

  6. Click the blue Save button below the Description text field. The rectangular, blue Save button is highlighted in the lower-right corner of the 'Create Redaction Reason' pop-up window.

Redact a Single Section of a Document

To redact a document, you need to go through it and choose what to hide. You can select specific words, sections, or full pages that should not be seen by the public.

Instructions

  1. Log in to your account.

  2. Click on All Requests in the upper-left corner of the portal. The 'All Requests' option is highlighted in the upper-left corner of the dashboard, next to the the Portal's name.

  3. Select the request number in the Request column. In the Request column of the All Requests table, the request number '23-15' is selected.

  4. Select the Documents tab. Below the Request's description, the Documents tab is highlighted between the Timeline and Task tabs.

  5. Place the cursor over the document and click the ellipsis button (icon with three dots). The elipsis button (three dot icon) is highlighted in the lower-right corner of the document's tile.

  6. Select Redact file (wrench icon) from the drop-down menu. The Redact File, indicated by a wrench icon, is selected on the elipsis' drop-down menu.

  7. Select a redaction option:

    • Redaction Block (Box icon): Drag a redaction block/rectangle over the part of the page you want to redact

      • Click this box icon once (fills in dark gray) to apply this redaction type once

      • Click this box icon twice (fills in white) to continually apply this redaction type The Filled Rectangle redaction option is selected in the upper-left corner of the document, below the view button. A pop-up panel appears on the right-hand side of the document with customizable settings for the Filled Rectangle option.

    • Text Selection Redaction (Pen icon): Select text to redact The Text Selection Redaction option, represented by a pencil and claxon icon, is selected in the upper-left hand corner of the document. A pop-up panel appears on the right-hand side of the document with a search bar to find specific text.

    • Redact Full Pages (Paper icon): Select to redact an entire page. The Redact Full Pages option, represented by a piece of paper and claxon icon, is selected in the upper-left hand corner of the document. A pop-up window appears in the center of the document with 3 options to select for redacting pages. The options are All Pages, Current Page, and Page Range.

  8. Click the blue Save button (disk icon) in the upper-right corner of the document. The Save button, marked by a disk icon, is highlighted in the upper-right corner of the document, next to the Print button.

  9. Click the blue Save to Request button in the pop-up window to save the redacted document directly to the request. The blue, rectangular Save to Request button is highlighted on the 'Complete' pop-up window.

    Note:

    The redacted document will be saved under the same file name with the word 'redacted' added at the end.

Redact All Instances of a Searched Term in a Document

You can bulk-redact all instances of a particular word or phrase in a document.

Instructions

  1. Log in to your account.

  2. Click on All Requests in the upper-left-hand corner of the portal. The 'All Requests' option is highlighted in the upper-left corner of the dashboard, next to the the Portal's name.

  3. Select the request number in the Request column. In the Request column of the All Requests table, the request number '23-15' is selected.

  4. Select the Documents tab. Below the Request's description, the Documents tab is highlighted between the Timeline and Task tabs.

  5. Place the cursor over the document and click the ellipsis button (icon with three dots).The elipsis button (three dot icon) is highlighted in the lower-right corner of the document's tile.

  6. On the drop-down menu, select Redact file (wrench). The Redact File, indicated by a wrench icon, is selected on the elipsis' drop-down menu.

  7. Click the Search button in the upper-left corner of the document header. Then type the word or phrase that you want to redact, and hit Enter. The Search button and Search Document field are highlighted in the upper-left corner of the document.

  8. Click the Redact button under the number of search results. In the left-hand Search results panel, the Redact button is highlighted below the number of results found. The Redact button is indicated by a piece of paper with a claxon.

  9. Select the Redact All button. The Redact All button is highlighted below the list of the search results.

  10. Click the blue Save button in the upper-right corner of the document. The Save button, marked by a disk icon, is highlighted in the upper-right corner of the document, next to the Print button.

  11. Click the blue Save to Request button in the pop-up window to save the redacted document directly to the request. The blue, rectangular Save to Request button is highlighted on the 'Complete' pop-up window.

    Note:

    The redacted document will be saved under the same file name with the word 'redacted' added at the end..

Redact All Instances of a Type of Information

You can redact all instances of a particular type of information at once. The types of information you can do this for include US Social Security Number, US Phone Number, Email, US Postal Code, and Date.

Instructions

  1. Log in to your account.

  2. Click on All Requests in the upper-left-hand corner of the portal. The 'All Requests' option is highlighted in the upper-left corner of the dashboard, next to the the Portal's name.

  3. Select the request number in the Request column. In the Request column of the All Requests table, the request number '23-15' is selected.

  4. Select the Documents tab. Below the Request's description, the Documents tab is highlighted between the Timeline and Task tabs.

  5. Place the cursor over the document and click the ellipsis button (icon with three dots).The elipsis button (three dot icon) is highlighted in the lower-right corner of the document's tile.

  6. Select Redact file (wrench icon) from the drop-down menu. The Redact File, indicated by a wrench icon, is selected on the elipsis' drop-down menu.

  7. Click on the Search button (magnifying glass icon) in the document header. The Search button is highlighted in the upper-left corner of the document.

  8. Select the triangle icon on the left side of the Search Document field and choose the information types you want to search for. The expandable Search menu options are highlighted in the left-hand search results panel. The Triangle icon expands the menu.

  9. Click the Search button (magnifying glass icon). The search button (magnifying glass) is highlighted next to the search document bar. All search options are enabled.

  10. Click the Redact button under the number of search results. In the left-hand Search results panel, the Redact button is highlighted below the number of results found. The Redact button is indicated by a piece of paper with a claxon.

  11. Select the Redact All button. The Redact All button is highlighted below the list of the search results.

  12. Choose a Redaction Reason from the Select a Redaction Reason drop-down menu. A list of Redaction Reasons are highlighted below the list of select redaction terms.

  13. Click the blue Save button (disk icon) in the upper-right corner of the document. The Save button, marked by a disk icon, is highlighted in the upper-right corner of the document, next to the Print button.

  14. Click the blue Save to Request button on the pop-up window to save the redacted document directly to the request. The blue, rectangular Save to Request button is highlighted on the 'Complete' pop-up window.

    Note:

    The redacted document will be saved under the same file name with the word 'redacted' added at the end.

Create a Redaction Log for a Document

When you save a redacted document, a redaction log will automatically be added to the end of the document. The redaction log lists each redaction reason. It also lists the number of times it occurs on each page and the full redaction description.

You can customize the redaction log so that it appears after each page, or is not included at all. You can do so by printing the redacted document from the Redaction Viewer instead of saving it. You will then need to upload the document to the request.

Instructions

  1. Log in to your account.

  2. Click on All Requests in the upper-left corner of the portal. The 'All Requests' option is highlighted in the upper-left corner of the dashboard, next to the the Portal's name.

  3. Select the request number in the Request column. In the Request column of the All Requests table, the request number '23-15' is selected.

  4. Select the Documents tab. Below the Request's description, the Documents tab is highlighted between the Timeline and Task tabs.

  5. Place the cursor over the document and click the ellipsis button (icon with three dots).The elipsis button (three dot icon) is highlighted in the lower-right corner of the document's tile.

  6. Select Redact file (wrench icon) from the drop-down menu. The Redact File, indicated by a wrench icon, is selected on the elipsis' drop-down menu.

  7. Make any redactions that you need. The Redact button, represented by a piece of paper with a claxon, is highlighted in the upper-left corner of the document.

  8. Click the Print button (printer icon) in the upper-right corner of the document. The Print button, represented by a printer icon, is highlighted in the upper-right corner of the document header.

  9. Click the More Options button in the lower-left corner of the pop-up print window. The more options button is highlighted in the lower-left corner of the Print pop-up window.

  10. Select an option in the Redaction Reasons drop-down menu. The Redaction Reasons drop-down menu is highlighted in the lower-right corner of the Print pop-up window. The options presented are 'Do Not Print', 'After Each Page', and 'At End of Document'.

    • Do Not Print: Redaction reasons do not print

    • After Each Page: Prints the redaction reasons after each page

    • At End of Document: Prints the redaction reasons at the end of the document

  11. Click the blue Print button in the lower-right corner of the pop-up window. The rectangular, blue Print button is selected in the lower-right corner of the Print pop-up window.

Create a Draft Version of a Redacted Document for Review

If you want someone to review your redactions before they are final, you can save them as a draft. In the draft, redacted areas will be greyed out so the text or image underneath is still visible. The redaction reason will not appear in the text, but it will show in the redaction log. Once the draft redactions are approved, you need to apply them again to a new copy of the document. Draft redactions cannot be changed unless you apply real redactions on top of them.

Instructions

  1. Log in to your account.

  2. Click on All Requests in the upper-left corner of the portal. The 'All Requests' option is highlighted in the upper-left corner of the dashboard, next to the the Portal's name.

  3. Select the request number in the Request column. In the Request column of the All Requests table, the request number '23-15' is selected.

  4. Select the Documents tab. Below the Request's description, the Documents tab is highlighted between the Timeline and Task tabs.

  5. Place the cursor over the document and click the ellipsis button (icon with three dots).The elipsis button (three dot icon) is highlighted in the lower-right corner of the document's tile.

  6. Select Redact file (wrench icon) from the drop-down menu. The Redact File, indicated by a wrench icon, is selected on the elipsis' drop-down menu.

  7. Make any redactions that you need. The Redact button, represented by a piece of paper with a claxon, is highlighted in the upper-left corner of the document.

  8. Click the Print button (printer icon) in the upper-right corner of the document. The Print button, represented by a printer icon, is highlighted in the upper-right corner of the document header.

  9. Click More Options in the lower-left corner of the pop-up window. The more options button is highlighted in the lower-left corner of the Print pop-up window.

  10. Check the box for Review Redacted Text. The 'Review Redacted Text' is selected under the 'Show...' sub-header on the Print pop-up window.

  11. (Optional) In the Redaction Reasons drop-down menu, select either After Each Page or At End of Document.The Redaction Reasons drop-down menu is highlighted in the lower-right corner of the Print pop-up window. The options presented are 'After Each Page' and 'At End of Document'.

    • After Each Page: Prints the redaction reasons after each page

    • At End of Document: Prints the redaction reasons at the end of the document

  12. Click the blue Print button in the lower-right corner of the pop-up window. The rectangular, blue Print button is selected in the lower-right corner of the Print pop-up window.