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Redacting Your Document
Introduction
After you mark a document for redaction--either with Redax markup or Acrobat markup--it’s ready to be redacted. This chapter describes the redaction process:
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Performing the Redaction explains how to redact a document that contains Redax markup or Acrobat markup.
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Checking the Redacted Document shows you how to check a redacted document for accuracy.
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Preparing the Document for Distribution tells you about some post-redaction steps to ensure the confidentiality of your document.
Performing the Redaction
There are two redaction methods. One is for Redax markup, and the other is for Acrobat markup and redaction boxes. These redaction methods are described in the following sections.
Redacting Redax markup
You follow the same procedure to redact all Redax markup, that is, information in Redax boxes and pages marked with Full-Page tags.
To redact Redax markup (Redax boxes and Full-Page tags)
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Select Redax > Redact Document. Redax creates a new PDF document in a new window, adding a prefix of r_ to the original document name. For example, if the original document name is MySample.pdf, the redacted document name is r_MySample.pdf. In the redacted document, all information marked with Redax boxes and Full-Page tags is completely removed. Note: In addition, depending on your preferences: — The redacted area is overlaid by a rectangle in the color and transparency specified in your redaction preferences. |
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Select File > Save to save the redacted document. The Save As dialog box is displayed. |
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Specify a name and location for the redacted document, and then click Save. The redacted document is saved using the name and location you specified. The following figures show some examples of redacted text, images, and pages.
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Redacting Acrobat markup
You can directly redact Acrobat markup, that is, text marked with Acrobat Highlight, Cross Out (Strikethrough), Underline and/or Acrobat redaction markup.
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Select Redax > Convert Markup. The Convert Markup dialog box appears (see the figure below).
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Select one or more of the following markup types to redact: Highlights, Cross Outs, Underlines, Acrobat redaction markup. |
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(Optional) Assign an exemption code to each type of markup you are redacting. |
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Choose Redact Markup -- Redax will redact Acrobat markup only in the current document. Note: No Redax boxes in the document will be redacted. |
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Important! If you choose Redax > Redact Document instead of Redax > Convert Markup, nothing will happen. A message will open letting you know that nothing was redacted. Redact Document will only redact Redax boxes and Full-Page tags. It is not designed to redact Acrobat markups (Highlights, Cross Outs, Underlines and Acrobat redaction). |
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Redax creates a new PDF document in a new window, adding a prefix of r_ to the original document name. For example, if the original document name is MySample.pdf, the redacted document name is r_MySample.pdf. In the redacted document, all marked up text is completely removed and appears as you have specified in your preferences. Exemption codes (if you redacted with them) are positioned according to your preferences. The following figure illustrates a page redacted from Acrobat markup.
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Click OK.
Redacting by category
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When the document is open, select Redax > Redact by Category. The Select Categories To Redact dialog box opens as shown in the figure below:
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Click, shift/click or ctrl/click to select the Redax box categories you want to redact. The numbers in parentheses report on the number of Redax boxes for each category. This sample was redacted directly after applying a redaction list to the document. You can redact one category or multiple categories. Depending upon which categories you choose, a different set of Redax boxes will be redacted. All other Redax boxes will be ignored. Important! You will want to be sure that "Remove Redax boxes after redaction" is checked in your Preferences. To set, select Redax Menu > Redax Preferences > Redax Options (see Defining Processing Option Preferences). |
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Click OK. Your working document can have different categories applied to many different Redax boxes as shown in the figure below.
The Redax boxes with categories set to the choices you made for redaction will be redacted. The figure below shows an example page redacted for the different categories as were shown in the figure above.
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Checking the Redacted Document
After you redact a document, carefully review it to verify all information you wanted to redact has been redacted. You can manually inspect all redacted areas of the document. You can also export the redacted document to a text file to see that text has actually been removed. For quality assurance, this text can be compared to the text exported from the original, unredacted document.
To manually inspect all redacted areas, scroll through the document and check to make sure that the information you intended to remove has been removed.
Tip: For areas that were marked up using Redax boxes or Full-Page tags, use the Redax Next & Previous Page buttons or select Redax > Next Page and Redax > Previous Page to quickly move among the pages containing Redax boxes and/or Full-Page tags.
Note: Redax Next Page and Previous Page menu options only work when Redax markup is present in the document.
To export the redacted document to a text file:
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With the redacted document open in Acrobat, select Redax > Reports > Export Document Text. |
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In the dialog box that appears, specify a name and location for the text file, and then click Save. |
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In a text editor or word processor, open the exported text file. |
The figure below shows a typical example. Each line of text from the PDF document is identified by its page number and line length. Text appears within angle brackets and parentheses:
>(text appears here)<
Deleted text that has been removed is reflected by the blank space in the report. Exemption codes appear at the bottom of each page.
Preparing the Document for Distribution
When you’re satisfied with the redacted document, remove all annotations in the document, including Redax boxes and Full-Page tags. You can also leave annotations and just remove Redax boxes and Full-Page tags. However, it’s best to remove all annotations before you release the redacted document, so that any identifying notes, hyperlinks to other documents, URLs or other functions, are not mistakenly released with the document.
Removing all annotations
To remove all annotations from the document, including Redax boxes:
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Select Redax > Remove All Annotations. Redax displays a message alerting you that the operation cannot be undone and prompts you for confirmation. |
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Click OK. All annotations, including Redax boxes and Full-Page tags, are removed from the document. |
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Select File > Save. The document is ready for distribution. The figure below illustrates a page from the final redacted document with all annotations removed.
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Removing all Redax boxes
To remove all Redax boxes from the document, but no other annotations:
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Select Redax > Remove All Redax Boxes. Redax displays a message alerting you that the operation cannot be undone and prompts you for confirmation. |
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Click OK. All Redax boxes and Full-Page tags are removed from the document. |
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Select File > Save. The document is ready for distribution. |
