Redact and export individual items with new markups

This section covers how to do the following:

Redact an individual item with new markups, or edit existing markups

Add a new markup in an individual item

Edit existing markups in an individual item

Highlight content in an individual item

Save new or modified markups in an individual item

Export the redacted item

Use the Printed Image tab of the Preview pane to create new markups on an individual item. You can also edit existing markups, highlight content, and save the markups.

Redaction toolbar

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Use the redaction tools on the Printed Image tab, described in the following table:

Button

Action

 

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Select another markup set from previously created ones to make other redactions on the PDF.

 

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Click the Add Redaction button to redact content in the PDF.

 

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Click the Add Highlight button to highlight content in the PDF.

 

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Click to rotate one or all PDF pages left or right.

 

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Click to select another page size for the PDF.

 

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Click the Save Markup Changes button to save the markups and other changes in the item.

This greys out when you save the PDF.

 

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Click to select the zoom size in which to view the PDF.

 

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Click to regenerate a PDF of the item using current imaging settings.

 

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Click to select a new PDF image to import as a replacement image.

 

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Click to launch the PDF image in an external application.

 

For more information about the Preview pane and the Printed Image tab, see Preview PDFs of individually marked up items.

Redact an individual item with new markups

To redact an individual item with new markups:

From the Filtered Items pane, select the Markup Sets folder and one or more of the redaction set folders.

From the items in the Results pane, select an individual item (for example, an email).

In the Preview pane, select the Printed Image tab.

A PDF view of the item appears, showing previously redacted items if there were any.

Decide if you want to use the same markup set (in the example shown, the Redaction 1 markup set that applies the Confidential tag), or another markup set if one was previously used.

Otherwise, see Add a new markup set in an individual item for how to add a new one.

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Click the Add Redaction button in this tab's toolbar.

On the PDF image, drag your mouse over any area you want to redact with the same markup set. In the example, using the Redaction 1 markup set to apply the Confidential tag to it.

Click Save Markup Changes to apply them and save the changes to the PDF.

Add a new markup set in an individual item

To add a new markup set in an individual item:

Click Create Markup Sets.

In the Markup Set dialog, specify the markup text you want to add.

Set the format for the markups.

Click Save Markup Changes to apply them and save the changes to the PDF.

This adds the new markup set to the list of options in the Markup Set options lookup.

Edit existing markups in an individual item

To edit existing markups in an individual item:

In the Printed Image tab on the Preview pane, click on an existing applied markup, and do any of the following: Right-click the markup and select Remove to delete it.

Grab its edges to resize the markup area to show less or more redacted information.

Click the Save Markup Changes button to save the changes to the PDF.

Highlight content in an individual item

To highlight content in an individual item:

In the Printed Image tab on the Preview pane, click the Add Highlight button.

Select the markup set you want to use.

Drag and drop the highlights onto the page or pages.

Click the Save Markup Changes button to save the changes to the PDF.

Save new or modified markups in an individual item

Before you save new or modified markups in an individual item, you can also do the following: Change the layout of the PDF using the Rotate Left or Rotate Right buttons.

Change the page size by using the menu next to the Rotate buttons. Set the zoom level for the PDF.

Click Regenerate to regenerate the PDF from the native file, which replaces the currently stored PDF of that item.

To save new or modified markups in an individual item:

After performing any of the changes described on this page in the Printed Image tab on the Preview pane, click the Save Markup Changes.

This saves the changes to the PDF.

You can then export the PDF.

See Export redacted items for details.