Introduction

This chapter describes the general process of marking up, or selecting, areas of a document for redaction:

• Markup Types describes the different types of markup used in Redax.
• Markup Methods provides an overview of the Redax markup methods.

And these chapters describe the process in detail for the three markup methods:

• Applying Redax Markup Directly explains how to use markup methods in which Redax markup is applied directly, without any intervening Acrobat markup.
• Applying and Converting Acrobat Markup explains how to use markup methods in which Acrobat markup is applied first and then converted to Redax markup.
• Using a Redax Template explains how to create and apply a Redax template for marking information by its location in the document.

Markup Types

Three different types of markup are used in Redax:

1. Redax boxes, including Full-Page tags
2. Acrobat Markup — Highlight, Cross Out (Strikethrough) and Underline Tools
3. Acrobat Redaction Markup boxes

Redax Boxes. A Redax box is a special box with a colored border, as shown in the figure below. It marks a specific piece of information for redaction, such as an image, part of an image or a segment of text. Five of the markup methods discussed in this chapter produce Redax boxes. These include manually drawing a Redax box, marking bracketed text, marking text with the Acrobat text selection tool, applying markup to a document with a Redax template, and converting Acrobat markup to Redax boxes.

Full-Page Tags. A Full-Page tag is a special annotation placed in the upper-left corner of a page to mark the entire page for redaction (see the figure below). Two markup methods discussed in this chapter produce Full-Page tags. These include marking up the current page (Redax > Draw Box Full Page) and marking up a page range (Redax > Full Page Range).

Acrobat Markup. Acrobat markup includes Highlights, Underlines, Cross Outs (Strikethroughs) and Acrobat redaction markup as shown in the figure below. The figure below shows the four types of Acrobat markups.

Acrobat Redaction Markup. In Acrobat you can draw redaction annotations anywhere in your document. Redax also supports redaction of this markup.

Markup Methods

The table below provides an overview of the markup methods available in Redax. The sections that follow explain how to apply them. Most organizations use a combination of methods. To select the ones that are best for you, consider your work environment, the volume of documents processed and the types of information you typically redact.

Type	Markup Method	Description
Applying Redax Markup Directly	Manually draw a Redax box	Lets you manually draw a Redax box around an image, part of an image, or a text area using the Redax Draw Box tool. This is the only method available for marking up individual images, but one of many methods for marking up text.
	Mark the current page	Marks the current page for redaction by placing a Full-Page tag in the upper-left corner of the page.
	Mark a page range	Marks a range of pages for redaction by placing a Full-Page tag in the upper-left corner of each page selected for the range.
	Mark all bracketed text	Draws Redax boxes around all text surrounded by brackets. This method is frequently used in legal offices, where brackets are used to denote confidential information.
	Mark text with the Acrobat text selection tool	Lets you select text for redaction using the Acrobat Select Tool. When you assign an exemption code to the selection, it becomes a Redax box.
Applying and Converting Acrobat Markup	Mark text based on a predefined redaction list	Draws a Redax box around all text matching words and phrases in a predefined redaction list.
	Mark text that matches a pattern	Draws a Redax box around all text matching patterns that you select, for example, Social Security number.
	Mark text that matches a regular expression	Draws a Redax box around all text matching words and phrases predefined in a regular expression list.
	Use the Acrobat highlighting & redaction annotation tools	Lets you select text for redaction using the Acrobat commenting tools (Highlight, Cross Out (Strikethrough), Underline) and the Acrobat redaction markup. You can either convert the Acrobat markup to Redax boxes or redact it directly.
	Convert Acrobat markup	Lets you convert Acrobat markup (Highlight, Cross Out (Strikethrough), Underline) and Acrobat redaction markup to Redax boxes or redact them directly, without first converting to Redax boxes. During conversion, each type of Acrobat markup can be assigned a different exemption code. You have an option to automatically remove Redax boxes from the redacted file. Note: This method is required as a second step when marking text with Acrobat highlighting tools.
Using a Template	Use a Redax template	Places predefined Redax boxes in specified positions on a page or range of pages, based on a Redax template that you create. This method is ideal for marking up documents where information is located in the same position on multiple pages.