Redact Personally Identifiable Information (PII)

Prerequisites

Quick Start: Search

Audience

Reviewers that need to identify and redact personally identifiable information (PII) across documents

Knowledge Level

Intermediate

Lessons in this Workflow

Find Documents with PII
Review and Redact
Configure Hit Highlight Settings
[OPTIONAL] Choose a Partial Redaction Setting
[OPTIONAL] Batch Redact PII Across Multiple Documents

Find Documents with PII

Open an existing document set (binder, assignment, etc.) OR…
Run a search using smart expressions to find documents with text content that matches common PII patterns.
Review this paragraph on on smart expressions:

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Review and Redact

Open a document for review, then use the Hit Highlights tab on the right to find and redact common PII expressions.

Workflow image: review window hit highlights tab

Watch this video on redactions:

Configure Hit Highlight Settings

There are two types of hit highlights. Custom hits are created by individual reviewers and can be pinned to persist as you review each document in your set. Persistent hits are created by Project Administrators and will apply for all documents and reviewers.

Learn how to configure both types of hit highlights:

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[OPTIONAL] Choose a Partial Redaction Setting

To only partially redact PII values, select the gear icon beneath the hit highlight and configure your PII redaction type before redacting.

Workflow image: partial redaction options for hit highlights

View all available partial redaction formats:

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[OPTIONAL] Batch Redact PII Across Multiple Documents

Quickly redact common PII patterns across multiple documents by selecting “Batch”, then “Redact” from the results table toolbar. Use the pre-set PII patterns to find and apply redactions.

workflow image: batch > redaction toolbar selection

Tip! If batch redacting, be sure to review the redactions on your documents to confirm the redactions are accurate.
Review this article on batch redactions:

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