Talking Tree.

Redaction walkthrough

Redact sensitive information from a document

Detect sensitive details, add precise redactions, and download a safely redacted PDF.

Steps
10
Time
6 min
Format
Visual guide

How to Redact Sensitive Information from a Document in Talking Tree

1. Open the Redaction Tool

Navigate to the Redaction tab in Talking Tree. Documents already in your Repository are listed on the right-hand panel and are available for redaction.

Redaction tool landing page with repository files listed

2. Select a Document to Redact

Choose the file you want to redact from the Files list, such as AI Tool Usage Signed.pdf. The document loads in the central preview pane, and the Manual Areas and Manual Text tools become available for custom redactions.

Document selected and loaded in the preview pane

3. Process the PDF to Detect Entities

Click Process PDF to scan the document. Talking Tree automatically identifies sensitive entities in the document, grouped into categories like dates, names, and other detected terms, each with a count of occurrences.

Detected entities listed after processing the PDF

4. Select Dates for Redaction

Check the dates category to mark all detected date values, such as 2025-12-23, for redaction.

Dates category selected for redaction

5. Select Additional Entities

Scroll through the names list and check specific entities to redact, such as Employee Signature. Select any other names or terms that should be hidden in the final document.

Employee Signature entity selected for redaction

6. Select Embedded Images for Redaction

Scroll down to the Images section and check the detected signature image to include it in the redaction. Use Manual Areas or Manual Text below to add any custom redactions not caught automatically.

Signature image selected in the Images section

7. Generate the Redacted Document

Click Get Redacted Document to apply all selected redactions and produce the final file.

Get Redacted Document button clicked

8. Download the Redacted PDF

The redacted file, named AI Tool Usage Signed_redacted.pdf, downloads automatically and appears in the browser's downloads list.

Redacted PDF downloaded

9. Open the Redacted Document

Open the downloaded file to review the result. The document opens in a PDF viewer showing all original content alongside the applied redactions.

Redacted document opened for review

10. Review the Redacted Signature

Scroll to the acknowledgment section to confirm the Employee Signature field is now covered by a solid black redaction box, while the rest of the document remains readable.

Employee signature redacted with a black box

The document has been processed through Talking Tree's Redaction tool, with sensitive dates, names, and the signature image permanently blacked out in the downloaded PDF.

Guide complete

You’re ready to put this workflow into practice.