Find and Redact

Users can find and redact text using the Find and Redact feature. After finding and redacting text, users can apply selected Redaction Codes.

NOTE: Find and redact can now be used at the File Cabinet Drawer level and at the root of the document tree for additional flexibility.

Steps to Find and Redact

Click Document Management > Search Folders
Enter search criteria as needed to locate the Folder containing the text you want to find and redact
Click Search
From the search results, select the checkbox next to the Folder containing the text you want to find and redact
Click Open Folders. The Document Management screen displays as shown below

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.

NOTE: The image above shows what displays when a review layer has been loaded.

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

Under the Find What section, click the drop-down menu and select the type of text you want to search for. Word/Phrase will be selected by default. The selections under this menu are described below:

Selection	Description
Word/Phrase	Any word or phrase, as entered in the provided text field
Credit Card Numbers	Any credit card numbers appearing in the selected documents
Currency	Any currency figures appearing in the selected documents
Email Addresses	Any email addresses that appear in the selected documents
Employer ID Numbers (EIN)	Any Employer ID Numbers that appear in the selected documents
Social Security Number	Any Social Security Number sequences that appear in the selected documents
Telephone Numbers	Any telephone numbers that appear in the selected documents

Enter the text you want to find (if applicable) and redact in the text box

NOTE: To further refine your find and redact search using "AND" or "OR" operators, click the icon, and then select AND or OR.

NOTE: For additional information about search operators and Full Text Search, click the icon.

In the Redact section, click Select Codes. The Select Redaction Codes window displays as shown below

Select the Redaction Code(s) you want to apply

NOTE: If you select the b(3) Redaction Code, you must also select a Statute Code.

Click Select. The selected Redaction Code(s) displays in the Redaction Code(s) field as shown below

NOTE: Click Clear Codes to clear all Redaction Code(s) from the Redaction Code(s) field.

Click one of the following actions:

Action	Description
Find & Strikethrough	Find items that satisfy the search criteria, and then draw a line through the results.
Find & Create Highlight for Review	Find items that satisfy the search criteria, and then highlight the results for review.
Find and Redact	Find items that satisfy the search criteria, and then redact the results.
Cancel	Exit the Find and Redact window.

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.

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

Click Close Window
After selecting an action, the Review Layer Options window displays as shown below