Auto Redactions

In general, when conducting an internal investigation, you do not have to redact personal information in your report. In case you do have to do this, it is possible to redact or pseudonymize information. Automatically locate and redact keywords, phrases, and personal information (names, social security numbers, credit card numbers, email addresses, and more). Create Auto Redaction Rules to automatically redact the information. Auto Redaction Rules can be copied and pasted into additional matters.

The videos below are helpful examples:

Add New Auto Redaction Rule

On the Home page, select Configuration:
Select Auto Redactions:
Click to create a new Auto Redaction Rule:
Define the Name of the Auto Redaction rule.

Specify the rule type: select Full-Text Search or Insights Entity Types.

Note: Insights Entity Types are only shown when Insights is enabled.

For more information, consult our Example Queries or refer to the ZyLAB One Search Language Guide.

In Redaction Settings, define the Redaction Text.
(Optional) Specify the Code Entry.
(Optional) Add a Motivation.

Select a Fill Color and a Font Color. These can be solid or transparent.

Note: The appearance of redactions can be adjusted for productions. For more information, see Image Settings.

Define the Redaction Filter:
- None
  
  No filter will be applied. The complete search hit will be redacted.
- First part email only
  
  The entire email address will be found, but only the first part (before the @ sign) will be redacted.
- All except last n characters
  
  Redact the entire search hit except the last n (defined number of) characters.
  
  Make sure to define the number of characters not to redact: set the Redaction Filter Parameter (n).
- First n characters only
  
  Redact the first n (defined number of) characters of the search hit.
  
  Make sure to define the number of characters to redact: set the Redaction Filter Parameter (n).
- Last n characters only
  
  Redact the last n (defined number of) characters of the search hit.
  
  Make sure to define the number of characters to redact: set the Redaction Filter Parameter (n).
Click Apply. The new rule is added to the left-hand pane. The redactions will be applied immediately on all affected documents. Adjacent hits that belong together will be merged.

Note: Multiple redaction rules are already included in the internal investigations template. By default, they are transparent; they do not cover any text. To use them, you only have to add a fill color to the redaction rule (and cover the text if desired).

Copy and Paste Auto Redaction Rules

Once an Auto Redaction rule has been created, it can be copied and pasted into other matters reducing the time needed to create rules in each matter.

To copy Auto Redaction rules from one matter into another matter, choose from the following:

To copy a single Auto Redaction rule from the matter, select the rule from the left-hand pane. Click Copy Rule.
To copy all Auto Redaction rules from the matter, select Copy Rules. This option is displayed in the top-right corner of an Auto Redaction rule page, and on the Auto Redactions overview page.
To copy a selection of Auto Redaction rules, use the Filter function. Then, click Copy Rules from the Auto Redactions overview page to copy the filtered selection of rules.

To paste the copied rule(s) into another matter, open the target matter. Then, navigate to Configurations > Auto Redactions.

Click Paste Rule(s). This option is displayed in the top-right corner of an Auto Redaction rule page, and on the Auto Redactions overview page.

Note: Shortcut keys (Ctrl C + Ctrl V) can be used, but may not work for all users. If unavailable, the Copy and Paste buttons should be used.

Duplicate rules are not allowed. If the rule already exists, an error message will appear.

If the rule is assigned specific properties that do not exist in the target matter, then the copied rule will be pasted without these permissions.