Using the redaction tool, project administrators and Reviewers with Manage Permissions can make redactions on documents from within the application, without the need to download, redact and re-upload documents. If you're interested in using the redaction component but it is not currently enabled on your project, please contact your Datasite sales representative to discuss activating the feature.

Note that redaction offerings range from a basic package allowing you to search for and redact terms individually, to automated options that scan for redactable terms upon file upload, and can even identify redactable items based on information type (address, phone number, etc.) Check out the Bulk mark with key terms and Bulk mark with AI features to add speed and efficiency to your process. 

This article details basic redaction functionality.



The redaction tool features in-app help content, robust search capability, and a user-friendly interface.

To use the redaction tool:

  1   Within the Documents tab, locate the documents that need redaction.

  2   Select the associated checkbox; up to 10 files at a time may be selected.

  3   Click Modify > Redact; your first document choice opens in the redaction tool window.

  4   Redact the document(s); instructional help content can be found by clicking the Help (?) in the right sidebar of the redaction document viewer.

 

Then, select from available tabs for instructional content.

 

 

 

• Bookmark/outline fields within files are not redacted. If your file contains bookmarks, they are removed from view upon confirming redaction
• If redacting multiple files, files are removed from the viewer drop-down list if redactions are confirmed; confirmed files enter your main document grid in the Redaction tab with a 'Redaction Confirmed' status
• If redacting multiple files, files remain on the viewer drop-down list until the viewer is closed, if redactions are not confirmed. These files enter your main document grid in the Redaction tab in a 'Draft' status
• If no action (marking) at all is taken on a file in the document viewer, the file does not enter the Redaction document grid when the viewer is closed 
• File types that can be redacted using the Mark Text option include PDFs and MS Office file types, except native Excel files. Convert Excel files to PDF prior to uploading if you wish to redact using the Text option.
• Image file types can be redacted using the Mark Area option