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"
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