How to redact a document on a case

UH Sak uses PSPDFKit for redacting documents.

Prerequisites

1. User has role x_steas_uh_core.case_worker.

2. User is assigned to the case which the document is uploaded to.

3. The document is a Word, Excel, PowerPoint or PDF document.

4. Redaction is available in Documentation-related item for all cases and in the Redaction-related item for innsyn document task for innsyn cases.

Steps

1. Open the case which the document is uploaded to, in UH Workspace

2. Navigate to the related item “Documentation”

3. Open the document

4. Click “Redact document” (See figure 1 below)

5. Alt 1:

   a. Click the redaction button (See figure 2 below)

   b. Select the area to redact and click “Apply redactions”

6. Alt 2:

   a. Mark the text area you want to redact

   b. When you depress the mouse, options will appear above (see figure 3 below)

   c. Press “pencil with a T”-button to redact

7. Alt 3:

   a. Press the predefined redaction rules in the right panel (see figure 4 below)

8. Repeat step 4-6 for each area you want to redact

9. Toggle “preview” to see areas that are about to be redacted

10. Click “Save”

A new redacted version of the document replaces the previous one

Read more about redaction: JavaScript PDF Redaction Library

Figure 1: Location of button: "Redact button"

Figure 2: Location of redaction button

Figur 3: How to redact inline

Figur 4: Location of redaction rules in the right panel