Use AI to identify and redact sensitive information in documents. It suggests redaction codes based on compliance requirements, to help protect confidential data before documents are shared.
Procedure
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Navigate to your workspace.
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In the list section, go to the table that has the smart documents skill activated and open the record.
For example, an Incident record.
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Open the attached document to view it in the document viewer.
Note: The maximum supported document size is 20MB or 500,000 characters, redaction will stop if either limit is exceeded. Supported file type is
pdf.
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Select Ask Otto.
The menu displays options for summarizing, generating FAQs, answering questions, and redaction.
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Select a redaction method.
- To redact all sensitive content, select Redact Document Content. The system scans the document and identifies potentially sensitive information such as email addresses, phone numbers,
passwords, dates, and names.
- To redact specific categories, enter a category or keyword in the search field (for example, redact all the emails).
A list of detected sensitive content appears.
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Select the items that you want to redact from the list.
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Select Submit.
The system prompts you to apply redaction codes.
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Select Yes to apply redaction codes.
The system displays AI-suggested redaction codes for each item based on the detected content type.
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Select the items that you want to redact based on the assigned redaction codes.
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Select Submit.
- Optional:
To change a redaction code, select the highlighted area in the document and add or remove the redaction code.
You can assign multiple codes to a single item.
The AI suggestion is based on content analysis but might not be accurate. Verify that the assigned code matches your compliance requirements.
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Select one of the following options:
- Yes to preview the redacted document.
- No to skip preview.
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Select Yes to save the redacted document.
The redacted document is saved with all selected sensitive data masked and assigned redaction codes.