Redact All Instances of a Type of Information

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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: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:
    Highlighted request 23-15 shows its status and due date in the list.

  4. Select the request’s Documents tab:
    The interface shows timeline options with a highlighted 'Documents' tab for navigation.

  5. Hover over the document and click the More menu (icon with three dots):
    A list of the request's documents, with the More icon highlighted.

  6. Select Redact file (wrench icon) from the drop-down menu:
    A document's expanded More menu with the 'Redact file' option highlighted.

  7. Click on the Search button (magnifying glass icon):
    Document viewer interface displaying search and redaction tools with page navigation options.

  8. Select the Previous Searches button and choose the information types you want to search for:
    Document search interface displaying various search options.

  9. Select the information types you want to search for:
    Document search interface displaying options for filtering personal information fields.

  10. Click the Search button (magnifying glass icon):
    Search document interface with highlighted search icon and options for filtering results.

  11. Click the Redact button:
    The search result panel's Redact button.

  12. Select the Redact All button:
    Search results showing the term 'Mexico' with a redaction option available.

  13. Choose a Redaction Reason from the Select a Redaction Reason drop-down menu:
    Document interface showing sea otters with redaction options and an executive summary section.

  14. Click the Save button (disk icon):
    Document viewer interface with its Save button selected.

  15. Click the Save to Request button on the pop-up window:
    Finalizing redactions with options to attach logs or remove metadata in a document.

    Note:

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