How to Redact Documents with iDox.ai.
With iDox.ai, you can effortlessly obscure sensitive information such as credit card numbers, social security numbers, medical information, and other personal details when sharing files. This feature is particularly invaluable for establishing secure communication channels between various entities, including businesses and customers, medical providers and insurance companies, educational institutions, and students, as well as law firms and courts.
Below is the step-by-step guide for using iDox.ai Redact’s powerful AI backed redaction tool.
Step 1: Login and Access Redaction
· Begin by logging into your iDox.ai account.
· Once logged in, navigate to the "Redact" section.

Step 2: Configure Global Redaction Settings (Optional)
2-1 : You have the option to configure global redaction settings to meet your specific requirements.
2-3 : Enable overlay text to label redacted portions with category names.
2-2 : Customize regional settings to target local content, such as U.S. driver's license numbers.
2-4 : Utilize the Partial Redaction feature to selectively redact specific entities.
2-5 : Don't forget to save your settings after configuration.

Step 3: Select the Source File
3-1 : Choose your source file for redaction.
3-2 : You can import files from various sources, including your local drive, cloud storage platforms like Dropbox, OneDrive, Google Drive, Box, or Netdocuments.
3-3 : Click on your preferred source option and follow the prompts.
3-4 : Alternatively, you can opt for a batch redaction list.

Step 4: Choose Redaction Profile and Initiate Scan
4-1 : Select an appropriate redaction profile for your document.
4-2 : Click the "Scan" button to commence the redaction process.

Step 5: Customize with a Custom Profile (Optional)
· If needed, create a custom profile to tailor the redaction process to your specific requirements.
· Utilize features like the Entity Library, PDF components, keywords, and coordinate-based redaction (area).
· PDF components allow the user to redact text fields, signatures, and images.
· Keyword search allows for customized search terms.
· Coordinate (area) allows the user to select an area of the document to redact.

Step 6: Review Markup
· Review the redacted document to ensure accuracy and completeness.

Step 7: Select Markup
· Choose the markup option.

Step 8: Review the Redaction Summary
· Check the redaction summary column on the right-hand side to confirm that all necessary redactions have been applied correctly.

Step 9: Choose Export Options

· Depending on your requirements, you can either share the redacted document or export it.

· Consider adding sharing options or sending the document for review.

Step 10: Select the Export Format
· Choose the desired format for your exported document.

Step 11: Verify the Fully Sanitized Document
· Your final document has been fully sanitized and is ready for use.
By following these steps, you can efficiently redact sensitive information from your documents using iDox.ai.
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