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Redact Personally Identifiable Information (PII)

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Audience

Reviewers that need to identify and redact personally identifiable information (PII) across documents

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Knowledge Level

Intermediate

Lessons in this Workflow

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 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.

Workflow image: review window hit highlights tab

  • 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.

Workflow image: partial redaction options for hit highlights

  • 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.

workflow image: batch > redaction toolbar selection

  • 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:

WANT TO LEARN MORE?

Ready to produce your documents? Learn about production workflows.