Sharing information while also maintaining confidentiality is crucial in today's world. But how do you protect sensitive data when sharing documents? By creating a redacted report.
This comprehensive guide walks you through the ins and outs of report redaction. We'll look at what it is, why it's important, and how to do it effectively. Read on to discover how to share documents without compromising privacy or sensitive information.
Part 1: What Is a Redacted Report?
What does it mean to redact a document?
It's often necessary to remove or block sensitive information from a document before sharing it with others. This process is known as redaction.
A redacted report is one where this sensitive information is concealed for privacy, security, or legal reasons. People often redact information using black-filled rectangles over the text. Alternatively, they might use asterisks or other characters covering the redacted words or phrases.
What does redacted mean on a police report? It simply means that the document you're viewing has had some information concealed to prevent it from being seen by unauthorized people.
Part 2: How To Redact a Police / Investigation / Research Report (With an Example)
If you need to share a document without sharing confidential or sensitive information, it's time to learn how to redact a report.
You might need to send off a bank statement as proof of address, but not want to disclose details of all your transactions. Or perhaps you want to share details of a letter you've received on your social media but wish to hide your address and other identifying details.
UPDF is the top choice when you need to redact PDF documents, whatever the reason.
UPDF is easy to use with an intuitive interface so you'll be able to redact documents easily, even if you aren't tech-savvy.
It has a range of options that let you redact text, but also images and other elements. With UPDF you can completely eradicate sensitive information from your document before sharing. It also offers full control over the redaction appearance, so you can change colors and add text overlays as required.
Use the Find Text & Redact tool to search specific words and phrases and remove them quickly, even from lengthy documents. Or, redact whole pages in one go.
Why not hit the download button below and pick up UPDF now so you can follow along with our detailed redacted report example?
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How To Redact a Report: Step-by-Step Guide
Step 1. Make a copy of the document. This will allow you to retain an unredacted version of your report. It's a good idea to identify this copy in the filename, perhaps as "ReportName - Redacted." This step is important because the redaction process makes permanent changes to the file, as you'll see in Step 7.
Step 2. Open this copy in UPDF. UPDF will convert non-PDF files to PDF automatically upon loading.
Step 3. Open the Redaction tool. When you first open the tool, a pop-up explains the two-step process required for permanent redaction of sensitive content.
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Step 4. Choose the redaction tool that best suits your needs from the top of the screen. Check below the screenshot for an explanation of each tool.
![choose the redaction tool](/wp-content/uploads/2024/08/choose-the-redaction-tool-2.webp)
- Mark for Redaction: This tool allows you to mark any element of the PDF for redaction. You can select images and tables as well as text. Simply highlight the required element to obscure it completely. You can choose to redact all or just part of images and tables using this method.
- Redact Pages: Use this tool when you want to conceal entire pages of the document. Just tap on the tool and input the number of the page or pages you wish to redact.
- Find Text & Redact: This is a search-and-redact tool. Use the search function to find specific terms and then tap Redact to automatically obscure them throughout the document.
Step 5. Use the selected tool to redact the necessary information. In the screenshot below you'll see a redacted document example. Items redacted using the Mark for Redaction tool are outlined in red. The whole of page two has been redacted, as seen in the blue-outlined thumbnail. Finally, we've used Find Text & Redact to redact all instances of the term "AT Metro" from the document, in the green box.
![search to redact](/wp-content/uploads/2024/08/search-to-redact-report-scaled.webp)
Step 6. To finalize the redaction you need to click Apply.
Step 7. You'll see a warning that reads, "This will permanently remove the redacted information from this document. Once you save this document, you won't be able to retrieve the redacted information. This operation cannot be undone. Do you want to continue?"
Please verify that you're working with the copy you made in Step 1 before clicking Continue. (This means that the original, unredacted document is intact, and all your changes have been made to the copy).
Step 8. After clicking Continue, UPDF will permanently redact the sensitive information from your document. When you close the file you'll be prompted to save the document with an appropriate filename.
Other features of UPDF
In addition to the redaction tools, UPDF has a collection of PDF management tools which will soon make it an indispensable part of your workflow.
- Edit PDFs by adding, altering, or removing text, images and other elements.
- Convert between PDF and other formats, including Microsoft Office and various image file types.
- Use the AI assistant to chat with your PDF, summarize and explain texts, or brainstorm with you.
- Buy one universal license and use the software across Windows, Android, Mac and iOS without having to pay again.
- Protect your PDFs with security features such as password protection and watermarking.
So why not download it for a free trial now?
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Part 3: How To Remove the Redaction From the Report
So, what happens if you need to revert to the original, unredacted version of a report?
Unfortunately, once you've clicked that Apply button, the redaction is a permanent security feature of the document. (That's why Step 1 above was to make a copy of the file, so you could retain an unredacted version).
However, before hitting Apply, it's still possible to undo the changes, remove the redaction, and revert to the original document. We'll look at that below.
These steps assume that you have a redacted document open in UPDF, and that you have not yet clicked Apply to make the changes permanent.
- Ensure that you're in redaction mode. The redaction symbol on the left should be highlighted and the redaction tool menu visible at the top. If not, click the icon to enter redaction mode.
- Right-click on a redacted area, and select Delete from the menu that appears.
![delete redaction](/wp-content/uploads/2024/08/delete-redaction-from-report.webp)
- Repeat the process for all redactions you wish to remove.
- Now you can save your document without the redacted elements.
Part 4: FAQs About Redacted Reports
How do you tell if a document has been redacted?
The word redacted simply means that private or otherwise sensitive information has been removed from a document. This usually looks like a series of solid black rectangles concealing the missing information. Alternatively, you might see white space where the text should be or a series of asterisks or other characters obscuring the words.
What are the guidelines for redaction?
Individual organizations will each have their own guidance on redaction. The usual process is to remove all elements that cannot safely be shared publicly.Generally, if the redacted document becomes effectively unreadable, it should not be shared. If you're redacting a document for personal use, the following list will give some ideas of information you should consider redacting:
- Bank account details and other financial information
- Your address
- Your phone number
- Personal information such as date of birth
- Your email address
- Your full name, and any previous names
- Social security or national insurance numbers
Is redaction permanent?
When a document has been properly redacted, it's impossible to reverse it. That's why we always recommend keeping an unredacted copy of any documents. It's possible that the person has used a drawing tool or similar to block out text, and you might be able to remove such things with editing software. However, true redaction is a permanent change to the file.
How else can I protect my documents?
UPDF has many other security features built in, one useful tip is that you can disable printing for your PDF. You can also add password protection and watermarks to further protect your files.
Rounding Off
Redacted reports are a vital tool in protecting sensitive data while enabling the sharing of essential information. UPDF's user-friendly interface and powerful redaction features, including text, image, and page redaction, make it the ideal way to create secure and shareable documents. Safeguard your information and maintain confidentiality with UPDF's easy-to-use redaction tools. You can also read this article by PDF Association to know more about UPDF. Download UPDF today and experience the ease and effectiveness of professional-grade redaction.
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