Redact sensitive data from a document in Information Request Playbook

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As a legal reviewer, you can redact sensitive data from PDF documents by either searching keywords or selecting text in Information Request Playbook.

    Warum und wann dieser Vorgang ausgeführt wird

    Agents can:
    • Redact manually by selecting text to be highlighted for redaction.
    • Redact via keyword using Search and Redact.

    Vorbereitungen

    Role required: sn_gsm.constituent_agent, sn_gsm.business_agent, sn_gsm.agency_agent, sn_gsm.relationship_agent, and sn_gsm.service_manager

    Prozedur

    1. Open the Information Request Playbook by navigating to Lists in the CSM Configurable Workspace.
    2. Navigate to the Information Requests list and select All.
    3. Select the case that contains the PDF you wish to redact information from.
    4. Navigate to the Legal Review activity in the Process stage.
    5. Under the Related Documents card, select the PDF you wish to redact information from.
    6. Select the Redact PDF Redact Icon icon.
    7. To redact using the highlight functionality: select Highlight.
    8. Drag the cursor to form a box over the text you wish to redact.
      A green box will display over the selected text.
    9. Select Apply Redactions to redact the highlighted text.
    10. Confirm your selection when prompted.
    11. To redact using the Search and Redact functionality: enter a keyword you wish to redact, and select Search to parse the document for this keyword.
    12. Select Apply Redactions to redact every instance of this keyword.
    13. Confirm your selection when prompted.
    14. Repeat steps 13-14 to redact multiple keywords.
    15. Select Save Changes to save the redacted version of the PDF.
      Previous versions of the document (which may contain different redacted text) are available and can be accessed by a government employee.

    Ergebnisse

    The information is now permanently redacted from the PDF.