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How to Redact Emails

Jelena Popovic
Jelena Popovic
  • Updated

As a Compliance Officer, or a user with the Redact emails permission, you can black out words and phrases across a set of search results. Redaction only changes how the emails are shown and exported. The archived emails themselves aren't changed.

Redact your search results

  1. Go to the Search section and run a search. See How to Perform a Simple Search or How to Perform Advanced Search.
  2. Click Redact in the toolbar above the results.

Redact in the search results toolbar

Please note that the redaction covers all of your search results, so you don't need to select any emails. Redact is disabled if the search has no results or if you've selected more than 100 emails.

  1. In the Redact Words and Phrases window, type a word or phrase in the Redaction Word or Phrase field, then press Enter or click Add. Repeat for each term.
  2. Optionally, choose terms from your keyword lists under Choose Keyword List(s).
  3. Optionally, choose a Redaction reason. To create a new one, select Add Reason and enter up to 30 characters.
  4. Check the terms under Added For Redaction. To remove a term, click the x next to it. Use Filter List... to find a term in a long list.
  5. Click Redact.

Redact Words and Phrases window

You'll see a confirmation message: 2 terms successfully redacted.

You can also redact text straight from an email: highlight the text in the reading pane and click Redact.

Review the redacted emails

After you redact, you're in Redaction Review Mode. A bar at the top of the page reads You are now in Redaction Review Mode. Specified words and phrases have now been redacted. Open any email to see the terms blacked out.

Redaction Review Mode

In Redaction Review Mode you can:

  • click Redact again to add or remove terms
  • click Export to PDF to export the redacted emails. All the redacted terms are blacked out in the PDF.

To leave, click Back to Normal Mode in the bar at the top. If you go to another section, you'll also leave Redaction Review Mode.

Manage your redactions

Every redaction is saved in the Redactions section, with its Date/Time, Search Term, Redacted Phrase(s), Reason and Redacted by.

  • Click Edit to change the terms of a redaction.
  • Open the More menu (represented with ...) and select:
    • View Emails to see the search results in Redaction Review Mode again
    • Export to PDF to export the redacted emails
    • Delete to delete the redaction. Click Delete Redaction to confirm.

Redactions list

The Redaction Reasons tab lists the reasons you can pick when you redact.

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