Advanced Find and Redact

The Advanced tab of the Find and Redact window uses Special Pattern Search to automatically find, highlight, and redact common text patterns.

Steps to Perform Find and Redact on the Advanced Tab

1. Click Document Management > Search Folders.

2. Enter search criteria as necessary to locate the Folder containing the text you want to find and redact.

3. Click Search.

4. From the search results, select the checkbox next to the Folder containing the text you want to find and redact.

5. Click Open Folders. The Document Management screen displays as shown below.

   
   
   

6. Right-click the Folder containing the text you want to find and redact. A menu displays as shown below.
   
   

NOTE: After clicking on the Folder, you will be prompted to load a review layer. To load a review layer, follow steps 6-9 as described in Load Review Layer. If you load a review layer, repeat step 6 as described above.

7. Click Find and Redact. The Find and Redact window displays as shown below.
   
   

8. Click Advanced. The Advanced tab displays as shown below.
   
   

9. Click New. A new line item will be created for the search as shown below.

NOTE: If you want to view Search Criteria that has already been saved, click Open.

10. Enter a Name for the search criteria

11. Select an Availability option.

NOTE: Select Private to make the search criteria available only to you, or select Public to make the search criteria available to other users.

12. Under Find What, click Word/Phrase to display a drop-down menu as shown below.
    
    

13. From the drop-down menu, select the type of text you want to find and redact. See Find and Redact for details on these options.

14. Under Text, enter the text you want to find and redact.

15. Under Redaction Code(s), click [Click to select codes]. The Select Redaction Codes window displays as shown below.
    
    

16. Select the Redaction Code(s) you want to apply.

NOTE: If you select the (b)(3) Redaction Code, you must select one or more applicable Statute Code(s), which can be configured in Document Preferences. You can use the Code or Description fields to search for specific codes/descriptions listed in the window. If you want the selected Redaction Codes to appear in the margin, select Move Codes to Margin. To apply the Redaction Codes to all Pages in the Folder, select Make selections as default for the current session.

17. Click Select. The selected Redaction Code(s) displays under the Redaction Code(s) field of the Find and Redact window

18. Under Color, click the drop-down menu. A selection of available colors displays as shown below.
    
    

19. Select a color to apply to redactions. This color will be used to fill the redacted fields.

20. If you want to add more line items, click Add Item. If you want to delete items, select an item, then click Remove Item.

21. Click one of the following actions:

22. After selecting an action, the Review Layer Options window displays as shown below.

23. Select Modify existing review layer to apply the selected action to an existing review layer, or select Create new review layer to apply the selected action to a new review layer.

NOTE: If you selected Create new review layer, you can enter the name of a new review layer in the space provided, or you can click Select from List to select from a list of review layers that have not been applied to the document.

24. Click OK. The Job Progress window displays as shown below after the job is completed.
    
    

25. Click Close Window.