Redact Personally Identifiable Information (PII)
Identify PII with smart expressions and hit highlights, then apply precise, partial, or batch redactions.
Prerequisites
Audience
Reviewers that need to identify and redact personally identifiable information (PII) across documents
Knowledge Level
Intermediate
Lessons in this Workflow
- Find Documents with PII
- Review and Redact
- Configure Hit Highlight Settings
- [OPTIONAL] Choose a Partial Redaction Setting
- [OPTIONAL] Batch Redact PII Across Multiple Documents
Find Documents with PII
Open an existing document set (binder, assignment, etc.) OR...
Run a search using smart expressions to find documents with text content that matches common PII patterns.
Review this paragraph on smart expressions:
Review and Redact
Open a document for review, then use the Hit Highlights tab on the right to find and redact common PII expressions.
Watch this video on redactions:
Configure Hit Highlight Settings
There are two types of hit highlights. Custom hits are created by individual reviewers and can be pinned to persist as you review each document in your set. Persistent hits are created by Project Administrators and will apply for all documents and reviewers.
Learn how to configure both types of hit highlights:
[OPTIONAL] Choose a Partial Redaction Setting
To only partially redact PII values, select the gear icon beneath the hit highlight and configure your PII redaction type before redacting.
View all available partial redaction formats:
[OPTIONAL] Batch Redact PII Across Multiple Documents
Quickly redact common PII patterns across multiple documents by selecting "Batch", then "Redact" from the results table toolbar. Use the pre-set PII patterns to find and apply redactions.
Tip! If batch redacting, be sure to review the redactions on your documents to confirm the redactions are accurate.
Review this article on batch redactions:
