Embedded Files
Location: Document Viewer >> Redacted >> Metadata Redaction
General
General
The Metadata Redaction feature allows users to (i) redact email and native metadata fields directly in the Redaction Editor, (ii) redact an entire field value or only a selected portion of it, and (iii) carry those redactions through to production load files, the privilege log, and optionally, the email header printed on the document image.
Currently, this feature can do the following:
Redact the From, To, CC, BCC and Subject email fields
Redact the Author, Last Modified By, File Name and Source File Path native fields
Redact a whole field value or only a selected portion of it
Preview Metadata as it will be produced from the Metadata tab
Record each Metadata Redaction added or removed in the Document History.
Identify documents with Metadata Redactions in Browse
Flag Metadata Redaction issues during Production Validation
Commonly Used Terms
Commonly Used Terms
Metadata Redaction - A redaction applied to a document's metadata field value rather than to the document image. Redacted values appear as REDACTED in production load files and on the privilege log.
Partial Metadata Redaction - A redaction applied to only a selected p ortion of a field value (e.g., part of an email Subject line). The remainder of the value is produced as-is.
Preview as Produced - An option on the Metadata tab in the Document Viewer that displays each field as it will appear in the production, with redacted values shown as REDACTED.
Important Metadata Redaction Insights
Important Metadata Redaction Insights
Please consider the following when using Metadata Redaction
Metadata Redactions apply to load files and the privilege log.
CAUTION!!! A Metadata Redaction does not, by itself, redact the actual email header text printed on the PDF document. Currently, the header information on the document PDF must also be manually Redacted. See the Redaction Help Page for information on apply text-based redactions to the PDF documents.
Documents with a redacted metadata field will be output with full redactions in place in the PDF, IMAGES, TEXT and ORIGINALS folders.
Fields with no value display "No Value"and cannot be redacted.
Metadata redactions made in the Redaction Editor are marked with the small blue M used for manual redactions.
Fig 1 - Accessing Metadata Redaction
Accessing Metadata Redaction
Accessing Metadata Redaction
1. From Browse, click a document title to open it in the Document Viewer.
2. Click the Redacted tab in the top toolbar to open the Redaction Editor.
3. In the right-hand panel, click the Metadata Redaction tab (located between the Redaction and Annotation tabs).
The Metadata Redaction tab lists each redactable field with its current value. Fields that contain a value display a Redact button. Fields with no data to redact display No value.
See Fig. 1
Redacting an Entire Field
Redacting an Entire Field
1. On the Metadata Redaction tab, locate the field to redact.
2. Click Redact next to that field.
3. The field is highlighted, the value is marked, and the field displays Redacted with a Remove link.
4. Click Save in the top toolbar to save the redaction to the document.
5. To undo a whole-field redaction, click Remove next to the field and click Save.
See Fig. 2
Fig. 2 - Redacting an Entire Field
Fig. 3 - Redacting Part of a Field Value
Redacting Part of a Field Value
Redacting Part of a Field Value
1. On the Metadata Redaction tab, click the dropdown arrow next to Redact for the field requiring partial redaction.
2. Choose the "Select text to redact" option. The field becoms a selectable text box. Drag, or use Shift + arrow keys, to select the portion to redact.
3. Click Redact selection.
4. The selected text is highlighted and the field displays 1 selection. Repeat to add additional selections.
5. Click Save in the top toolbar.
To remove a partial redaction, click the x next to the highlighted selection and click Save.
See Fig. 3
Redacting the Email Header on the Document Image
Redacting the Email Header on the Document Image
By default, a Metadata Redaction currently applies to load files and the privilege log only. The From, To, CC, BCC and Subject fields printed at the top of the email (i.e., the email header information) are not automatically redacted.
To redact that text on the document image, switch from the Metadata Redaction tab back to the main Redaction tab, and draw a box around the email header information to redact, and click Save to save the redactions. See Fig. 4
Fig 4 - Manual Redaction of Email Header
Previewing Redacted Metadata as Produced
Previewing Redacted Metadata as Produced
1. In the Document Viewer, open the Metadata tab in the right-hand panel.
2. Check Preview as produced next to the Edit All button.
3. Redacted fields display REDACTED in place of the value. Fully redacted fields are labeled "Redacted" and partially redacted fields show the redacted selection.
See Fig. 5
Fig. 5 - Previewing Redacted Metadata as Produced
Viewing Metadata Redaction History
Viewing Metadata Redaction History
Each Metadata Redaction added or removed is recorded in the Document History section at the bottom of the Metadata tab in the Document Viewer, and is recorded with the user who added or removed the redaction and the date/time. To see the full document history, click "View all document history."
Fig 6 - Viewing Metadata Redaction History
Metadata Redactions in Productions
Metadata Redactions in Productions
Metadata Redactions are applied automatically when a Production Job runs. Redacted values appear as REDACTED in the load files and the privilege log, and documents with a redacted field receive the redacted PDF and a redacted version in place of their native file. (See Fig 7 below)
Fig 7 - Metadata Redactions in Productions
Production Validation
Production Validation
Production Validation now includes three metadata redaction checks
Metadata Redaction: Stale Partial Redactions: Flags partial metadata redactions that no longer match the field's current value.
Metadata Redaction: Natives Withheld: Flags documents whose native file will be replaced by a placeholder because a field is redacted.
Metadata Redaction: Email Headers Unredacted: Flags emails with a metadata-redacted From, To, CC, BCC, Subject, or attachment file name but no image redaction in the printed header.
Viewing Metadata Redactions After a Production Runs
Viewing Metadata Redactions After a Production Runs
1. Go to Discovery >> Production Job and select the completed production.
2. Under Options, click View Metadata Redactions.
3. The Metadata Redactions in this Run window lists the total documents and redactions broken out by field, with the number of Documents and Redactions for Each.
4. Click Close to return to the production.
See Fig. 8
Fig. 8 - Post-Production View of Metadata Redactions
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