AuthorTec Redactor

How to Use

Note for legacy users of AuthorTec Redactor: This tool is located along the top of your screen in Word

Overview

AuthorTec Redactor allows you to black out text and remove confidential information from Word documents while retaining the original document formatting. With Redactor you can:

  • Redact from multiple documents at once

  • Redact from pre-loaded lists, including:

    • Adjectives, Adverbs, Compound Word, Interjections, Negative Words, Positive Words, Prepositions, Pronouns, Verbs, and Unnecessary Words

  • Create and save reusable custom redaction search lists

  • Locate confidential numbers that should not be shared, including:

    • Social Security numbers, Federal Tax IDs, Passport numbers, Passport Card numbers, Visa numbers, Telephone numbers, and Credit Card numbers.

White checkmark in orange box

TIP: Always redact from a COPY of the original document(s)

About the buttons on the AuthorTec Redactor Ribbon

AuthorTec Redactor ribbon
  1. Files to Redact – Included on the Redactor ribbon for convenience, you can open files directly from here. Opening multiple files at once is allowed. 

  2. Control Panel – Click to open a floating work panel where redaction colors are set and reusable search criteria is loaded and saved. 

  3. Find Confidential Numbers - Use this to locate confidential numbers that should not be shared. The number patterns the software searches for include Tax ID (Social Security, and Federal Tax IDs), Passport Numbers, Passport Card Numbers, Visa Numbers, Telephone Numbers, Credit Card Numbers. The pattern searches include formats for the US, Canada, Mexico, Australia, New Zealand, most European Union countries, and India and China. You can also add Custom patterns.

  4. Redact Selection – After selecting content in the document to redact, use this button to apply a "draft" redaction highlight. The only restriction on this function is the simultaneous redaction of table and non-table content. Select table content separately from text and data content not contained in a table.

  5. Remove Redaction – After selecting "draft" redaction highlighted text, individually or whole paragraphs/pages that hold draft redactions, use this button to remove the draft highlighting.

  6. Lock All Redacted Text – Use this to make permanent all "draft" highlighted text in the entire document. The redaction is permanent and once the document saves, the removal of the redactions is not possible. 

  7. Save to PDF - After locking redactions, use this to create a PDF of the redacted document. Before producing the PDF, Redactor scans the entire document for redacted text and warns if obscured text is found but not fully secured with the LOCK ALL REDACTED TEXT function. 

  8. Saved List Location - Use this to change the default storage location for saved redaction search lists. The default location is: C:\Users\<your user id>\AppData\Roaming\Microsoft\Templates\Great Circle Learning\AuthorTec Redactor\2.0\MASTER\Writers Collection

  9. Help – Information on how to use this software.

 About the AuthorTec Redactor Control Panel 

AuthorTec Redactor's control panel is always open while performing redactions. It opens automatically when you click these buttons on the Redactor ribbon:

  • Redact Selection, Remove Redaction, Lock All Redacted Text

You can also click the Control Panel button on the ribbon to open it. 

The Control Panel allows you to:

  1. Set the highlight color to use for redactions. The default is black, but there are 5 other colors to choose from. You can also indicate whether to match case and match whole words.

  2. Type in words and phrases to search for and redact. Or remove/replace words & phrases in a selected list.

  3. Redact words and phrases from stored redaction search lists.

  4. See the list of words & phrases being searched for.

The criteria for search words and phrases are:

  • Text data only

  • Up to 255 characters in length

  • Plain text .TXT format

  • One word or phrase per line. 

AuthorTec Redactor Control Panel

How to Redact

 
redactor control panel color.png

To get started, open the Control Panel and …

  • Select your Redaction Color

  • Mark Match Case and/or Match Whole Words if needed

  • Make sure “Mark” is selected

 

There are several ways to proceed.

To Redact a few words or phrases

  1. Open the file you want to redact and have the file on your screen.

  2. Highlight a word or phase to redact.

  3. Bring up the Redactor ribbon and click Redact Selection.

 
redactor control panel Add words.png

To Redact new words & phrases not on an existing list

  1. Open the Control Panel

  2. Type in one word or phrase, up to 255 characters in length

  3. Click Add

  4. Click Enter

redactor control panel use list.png
 

To Redact words & phrases from an existing list

  1. Open the Control Panel

  2. Click Load

  3. See the included lists and custom lists you have added

  4. Select the list you need and click OK

Find Confidential Numbers

Find Confidential Numbers Button on Ribbon.png

Click the FIND CONFIDENTIAL NUMBERS button on the Redactor ribbon to locate confidential numbers that should not be shared.

  • The number patterns the software searches for include Tax ID (Social Security, and Federal Tax ID's), Passport Numbers, Passport Card Numbers, Visa Numbers, Telephone Numbers, Credit Card Numbers. 

  • The pattern searches include formats for the US, Canada, Mexico, Australia, New Zealand, most European Union countries, India, and China.

A method also exists to add Custom patterns.

Redactor confidential numbers.png
 

Documents often contain control numbers that should remain confidential and thus subject to redactions. These include Tax ID numbers such as Social Security Numbers and Corporate ID numbers, Passport numbers, Passport Card Numbers, Visa numbers, Telephone numbers, Credit Card numbers and others. This function of AuthorTec Redactor searches the document using a formatting pattern of these types of data. For example, a Social Security number (a personal TAX ID in the USA) has a format pattern of 999-99-9999 and this function searches the document for content that fits this pattern.

Once finding content that fits the requested pattern, the content is highlighted in a Dark Yellow highlight color. The located content is not redacted, it is only highlighted. We do it this way so you can verify that the correct data/full data was found. Once verified, you use the Redact Selection button from the Ribbon to redact it or the Remove Redaction to clear the highlighting.

USING THIS DIALOG

1. Mark the checkboxes of the pattern types of number content you wish to locate.

2. Press the OK button to begin the search.

3. A summary result of the search appears in the message area on the dialog. It tells you how many patterns it found.

4. The located content that fits the selected patterns are highlighted in the document.

5. Use the Blue LEFT and RIGHT Arrows (forward and backward) to move between the highlighted content. It "selects" the next found highlight.

6. If the highlighted selection is correct you can click the Redact Selection button from the Ribbon to mark it for redaction. If you need to increase or decrease the selection area, you can do so, and then click the Redact Selection button. If you don't want to redact this particular selection, use the Remove Redaction button to clear the highlighting.

7. Use the Close button to exit this dialog.

CUSTOM NUMBER PATTERNS

Included in the various pattern categories, Tax ID, Passport, etc. are patterns for not only the United States control numbers, such as Social Security or Passport numbering, but also the pattern formats for many other countries including Canada, Mexico, United Kingdom, Australia, New Zealand, EU countries, India, and China. If we missed your country or if you have formatting patterns for other control data, these can be added and then included in the search critera by marking the Custom Number Patterns checkbox. 

The pattern coding the AuthorTec Redactor software uses is Microsoft Word Wildcard coding. It looks like the following for a Wildcard search for US Social Security numbers: 

[0-9]{3}\-[0-9]{2}\-[0-9]{4} 

Add your custom wildcard search strings to the following file:  

C:\Users\<Your User ID>\AppData\Roaming\Great Circle Learning\AuthorTec <add-in name>\#.0\MASTER\Writers Collection\ATec_Redactor_Custom_Patterns.txt

Each custom wildcard search string must be on a separate line in the text file. Do not include blank lines between strings. An example is below: 

[0-9]{8,9}

[A-Z]{2}[0-9]{7}

[A-Z]{1}[0-9]{2} [0-9]{5} 

The above example is searching three patterns of control numbers. The first control number pattern finds all eight- or nine-digit numbers. The second pattern finds all control numbers that begin with two capital letters followed by seven numeric digits. The third pattern finds all control numbers that begin with one capital letter, followed by two numeric digits, followed by a blank space, followed by five numeric digits. 

For further information about writing Wildcard search strings, you can search the Web for Microsoft Word Wildcards Search and Replace