How to use Privacy Redact

Overview

When a document is uploaded to SmartDocs 360, you can use features such as Privacy Redact to make edits. This is particularly useful for removing sensitive details like addresses or identification numbers to ensure confidential information is protected.

How to Redact a Document 

Prerequesites

To use the Privacy Redact feature, a document must first be uploaded to an Entity in SmartDocs 360.

Steps

1. From the Documents screen, open the document you wish to redact.
    
2. Select Privacy Redact in the top left corner.
   
    

3. Choose one of the three Sanitization Methods available,

   • Blackout
   • Mask with "X"
   • Pseudonymisation 
      
   Blackout - Example

   

   Mask with "X" - Example

   

   Pseudonymisation - Example

   

4. Select the data types you want to redact, such as:

   • Government-issued Identification Numbers
   • Bank Account Numbers
   • Dates
   • Financial Amounts
   • Organisation Name
   • Person Name
   • Phone Number
   • Reference Number
   • Street Numbers
     

   Selecting the drop-down will highlight where this information is in the document. 

5. Click Generate File to create a separate redacted version of the document on your computer.