With the Redact content feature access, you can create redacted versions of finished content to remove names, identifying information, etc. Within a redacted content item, the underlying data is removed from the system.
You can redact a content item from anywhere in the case, but redacted content will not show up in the case discovery tabs (events and insights). That way, mentions will not be arbitrarily duplicated.
To redact a content item
Click Redact in the content item window.
From the new page that appears, in the white toolbar, click the arrow next to the redaction icon and select a way to redact.
Select areas or text to redact from the content item.
Note: If you need to make multiple area redactions, click the redaction icon in between each redaction to reset the cursor.Optional - To delete an area or text you redacted, click the red outline, then click the garbage can icon in the toolbar that appears. Afterward, you may need to click the redaction icon again to reset the cursor.
When you're done, click a red outline, then click Apply Redactions in the toolbar that appears.
Optional - If you're not ready to finish the in-progress redaction, just close it, and it will appear with the rest of your in-progress content.
User overview page (plant icon) > My in-progress content panel
Click Finish and confirm.
A new content item is created with the same content type and connections, just (Redacted) appended to the name.
You can redact finished forms, PDFs, text files, and Word documents. You can't redact password-protected PDFs just yet.