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Redacting How To's

Redacted documents are primarily sales tools.

  • Readability is important.
  • Redacting company information serves to protect the anonymity and maintain trust with the company, but the document should read smoothly. 

Approach the document as removing any key information that a nosy person could use to find the client company. Are there key phrases or mottos that are identifiable? Are cities or locations listed? Could I google this and figure out which company this is? 

"I do be nosy but not in a like a judgmental kind of way. Like I don't care what you do but I do like want to know."

How To's

  • Determine which final reports should be redacted.
  • Create a new folder in Box
    • 1 - Business Development/ 3 - Redacted Documents / 1 - Redacted Projects / "Create a New Folder
    • Folder Name: "Year - Generic Name of Type of Company (Actual Company)"
    • Sub Folder : "Working Documents [Not to be Shared]". This is where the INDesign file will be stored. Save a copy of the INDesign File

Working in INDesign:

Redacting is not a simple "find" and "replace" process.
  • The document must be read fully to replace any identifying names or concepts. Locations must be made generic. Footer
  • Consult Meghan on the title of the document (Manufacturer, Organizational Leadership, City Organzation"
  • As you redact, create a list of commonly used proper nouns so you can do a "Control Find" for a double check
  • Check pictures and graphs -- those often will not show up in searches.
  • Check footnotes.
  • Export the INDesign file as a PDF. 

Name: "DORIS Example Deliverable - Redacted [Generic Company/Category" Insight Report.pdf"

Redacted Document Index