Introduction

The following sections describe markup methods that apply Redax markup, Redax boxes or Full-Page tags to your document directly, without any intervening Acrobat markup:

• Manually drawing a Redax box
• Marking the current page
• Marking a page range
• Marking text that matches a list file
• Marking text that matches a pattern
• Marking text that matches a regular expression
• Marking all bracketed text
• Marking text with the Acrobat text selection tool

Manually drawing a Redax box

Use this method to draw a Redax box around text, an image or part of an image. This is one of many methods for marking text, but the only method for marking images.

1. Select Redax > Draw Box to activate the Draw Box tool.

   Shortcut: Click the Draw Box button on the toolbar to highlight it.

   (Redax Tools explains how to access the Draw Box button.) The pointer changes to a crosshair.

2. Position the crosshair where you want to begin drawing and left click on the mouse.

3. Drag to draw a box around the area you want to redact.

   Important! If you are marking up text or a bitmap image, any character or part of the image the Redax box covers will be redacted. If you are marking up a vector image, every path the Redax box touches will be redacted from start to end, even if the box only touches part of the path.

   When you release the mouse button, the Redax box appears with a selection handle in each corner (see the figure below), indicating that the box is active and can be manipulated. (For information on manipulating Redax boxes, see Modifying Your Markup.) A default exemption code is displayed in the upper-left corner of the Redax box if you defined one (see Defining Redax Box Preferences).

   
    
   Exemption code palettes also appear, unless they are in a hidden state. (See Showing and Hiding a Palette for information about displaying hidden palettes. See Defining Processing Option Preferences for information about allowing redaction without exemption codes.)

4. To add an exemption code, click the appropriate palette button.

   Note: You can add multiple exemption codes to Redax boxes, if needed. The exemption code appears in the upper-left corner of the Redax box, as shown in the figure below.

   

5. Repeat steps 2-4 until you are finished marking up text and images with the Draw Box tool.

6. Select File > Save to save the markup.

Marking the current page

Use this method to mark the entire current page for redaction.

1. Go to the page you want to mark for redaction.

2. Select Redax > Draw Full Page Box.

   Shortcut: Click the Draw Full Page Box button to highlight it. (Redax Tools explains how to access the Draw Full Page Box button.) A Full-Page tag is placed in the upper-left corner of the page, as shown in the figure below. If you defined a default exemption code, it is assigned to the tag. (For information about defining a default exemption code, see Defining Redax Box Preferences).

   

3. To add an exemption code, click the Full-Page tag to select it, and then click the appropriate palette button. (If the palette you want to use is not visible, select Redax > Show/Hide, and then check the palette to display it.) You can add multiple exemption codes, if needed.

   Note: You can change the exemption code by double-clicking in the Full-Page tag. You can also exemption codes as a tooltip when you move the pointer over the Full-Page tag.

   Tip! If you want the final redacted document to indicate the pages that were redacted, you can add that information as a custom exemption code. Double-click the Full-Page tag to display the Redax Properties dialog box, type the information you want to appear on the redacted page, and then click OK. You can include as many exemption codes/reasons as needed, as long as they are separated by commas.

4. Repeat steps 1-3 until you are finished marking up individual pages.

5. Select File > Save to save the markup.

Marking a page range

Use this method to mark a range of pages for redaction.

1. Select Redax > Full Page Range.

   The Page Range dialog box appears as shown in the figure below:

   

2. Enter the following:

   • Start Page. The first page in the range you want to mark for redaction. (The default value is the current page.)
   • End Page. The last page in the range you want to mark for redaction. (The default value is the last page of the document.)
     

     Note: Use PDF page numbers, which appear on the status bar–not page numbers that might be displayed in the document.

   • Exemption code and/or reason to remove these pages. Enter one or more exemption codes or reasons for redaction. If you enter multiple exemption codes, place commas between them. If you do not want to use an exemption code, do not place any text in this area.

     Note: There is a 255 character limit to this field.

     Note: If you have checked the option to Condense Fully Redacted Pages under Redax Options (Redax Menu > Redax Preferences > Redax Options), there will be a single page for the page range in the redacted document. See Setting Redax Preferences for more information.

3. Click OK.

   A Full-Page tag is placed in the upper-left corner of each page in the range you specified. (See the figure below.)

   Note: You can display the exemption code by double-clicking in the Full-Page tag. You can also display the exemption code as a tooltip when you move the pointer over the Full-Page tag.

   

4. Repeat steps 1-3 until you are finished marking up page ranges.

5. Select File > Save to save the markup.

Marking text based on a redaction list

Use this method to add Redax boxes around all of the words and phrases in your document that match words and phrases in a redaction list. To learn how to create a redaction list, see Creating a Redaction List File.

To mark matching words and phrases in a redaction list:

1. Select Redax > Find Using List. The Find Using List editor opens.

2. Click Import File to select a redaction list file that you have already created.

   • A file browse window opens.
   • Click OK to use the last list file used that is displayed.
   • To use a different list file, click the Browse button, select a file. Click Open, then OK.

   • The Find Using List Editor opens with the list file loaded (see the figure below):

   

   

3. Click Find at the bottom of the Find Using List editor to perform a search using the current list.Redax searches through the document. Each time it finds text that is contained in the words or phrases list for each exemption code in the exemptions list, it adds a Redax box around the text and annotates it with the exemption code specified for that word or phrase in the list file (see the figure below).
   

4. Select File > Save to save the marked up file.

Marking text that matches a pattern

Use this method to add Redax boxes around all of the text in your document that matches one or more of these patterns:

• Credit Card
• Date
• Date numeric period-separated (12.08.2010)
• Date numeric space-separated (12 08 2010)
• Email
• Postal Code Australia
• Postal Code Brazil
• Postal Code Canada
• Postal Code Denmark
• Postal Code France
• Postal Code Germany
• Postal Code India
• Postal Code Netherlands
• Postal Code Russia
• Postal Code Spain
• Postal Code USA
• Postal Code United Kingdom
• Social Security number
• Telephone # Australia
• Telephone # NA – 7 digit (555-1212)
• Telephone # North America (888) 555-1212
• Telephone# United Kingdom
• URL

To mark up all text that matches one or more patterns

1. Select Redax > Find Using Pattern. The Find Using Pattern dialog box appears (see the figure below).

   

2. For each pattern in the Inactive Patterns Groups list that you want to mark, select the pattern and then click the right arrow button.

   The selected pattern is moved to the Active Pattern Groups list.

3. For each pattern in the Active Pattern Groups list that you do not want to mark, select the pattern and then click the left arrow button.

   The selected pattern is moved to the Inactive Pattern Groups list.

4. When the patterns you want to search for are in the Active Pattern Groups list and the patterns you do not want to search for are in the Inactive Pattern Groups list, click OK.Redax searches through the document. Each time it finds the selected pattern, it adds a Redax box to the area.

   Note: If you select “Use pattern type as exemption code” (see Step 1), the pattern type will be added to the Redax box and used as the exemption code. For example, if you are searching for “date”, then “date” will appear in the redacted area as the exemption code. Leave this unchecked if you wish to search and redact without exemption codes.

   The figure below shows some sample results from pattern matching on zip code and telephone number.

   

5. Select File > Save to save the marked up file

Marking text that matches a regular expression

Use this method to add Redax boxes around all of the text in your document that matches the regular expressions you have defined.

To mark up all text that matches regular expressions

1. Select Redax > Find Regular Expression. The Regular Expression dialog box appears.

   

2. The “Find Regular Expressions” dialog works in the same manner as the “Find Using List” Dialog with regular expressions taking the place of words and phrases. Additional information about regular expressions can be found in Appendix A: Regular Expressions.

3. Click Find at the bottom of the Find Regular Expressions editor to perform a search using the active set of regular expressions.Redax searches through the document. Each time it finds text that is contained in the regular expressions for each exemption code in the exemptions list, it adds a Redax box around all text matched by the regular expression. Each box contains the corresponding exemption code.

   Note: If a regular expression matches part of a word, the whole word will be covered by the Redax box.

Example:

Open the Redax sample document sample_base.pdf (located in the c:\Appligent\Redax\Samples directory)

Open the Redax > Find Regular Expressions dialog.

Import the sample file sample_regex_list.txt. You should see the exemption, Year, listed in the exemption window on the left with two lines in the right-hand window:

19[0-9]{2} matches 1900-1999
20[0-4][0-9] matches 2000-2049   See Appendix A for a more detailed explanation.

Click the find button. Redax will mark all 4-digit numbers between 1900 and 2049, with the exemption code of Year. A segment of the output for this example is displayed in the figure below.

Marking all bracketed text

Redax can draw Redax boxes around text surrounded by brackets. This method is frequently used in legal offices where brackets are used to denote confidential or privileged information.

Before you begin, make sure to indicate whether you want the brackets to be marked for redaction, as well as the enclosed text. See Defining Processing Option Preferences for details. In addition, if you want to apply an exemption code or reason to the bracketed text, define it in your preferences. For more information, see Defining Redax Box Preferences.

To mark all text between square brackets

1. Select Redax > Find Bracketed Text. Redax searches through the document. Each time it finds text between square brackets [ ], it draws a Redax box around the text and overlays it with the default exemption code, if one has been defined. (Defining Redax Box Preferences explains how to define a default exemption code.)

2. Select File > Save to save the markup.

Marking text with the Acrobat Text Selection tool

Use this method to manually select text, and then turn the selection to a Redax box by assigning an exemption code to it.

1. Click one of the following tools, depending on your version of Acrobat:If the tool is not visible, display it as follows:

   • Acrobat 7, select Tools > Basic > Select.
   • Acrobat 8 & 9, select Tools > Select & Zoom > Select Tool.

   • Acrobat X,  select View > Show/Hide > Toolbar Items > Select & Zoom > Select Tool.

2. Move the pointer to the beginning of the text you want to mark for redaction.

3. When the pointer becomes an I-beam, drag to select the text.

4. The selected text is highlighted as shown in the figure below.

   

5. Choose an exemption code from one of the palettes. If you choose to use the Text Select Tool to mark up areas, it is required to apply an exemption code to the area. If you do not select an exemption code, the Redax box will not be drawn.If the palette you want isn’t visible, display it by selecting Redax > Show/Hide, and check the palette name. The selected area becomes a Redax box with an exemption code in the upper-left corner as shown in the figure below.

   

   Note: Redax will not add a box around parts of lines if you select more than one line. As shown in the figure above, the box drawn includes all lines that had some text selected.

   Should you need to redact a section of a line in addition to several lines above (or below) a selected section, use the Text Select Tool to select a separate area and assign the exemption code to that area as well, as shown in the figure below.

   

6. Repeat steps 2–4 until you are finished marking text.

7. Select File > Save to save the markup.