Editing an individual PDF file

Required dataset permission: Edit dataset settings

For PDF files, you can add manual overrides to the initial detections, which are based on the detected data types and handling configuration.

For each manual override, you select an area of the file.

For the selected area, you can either:

• Ignore any automatically detected values. For example, a scanned form might show an example or boilerplate content that doesn't actually contain sensitive values.
• Redact that area. The file might contain sensitive content that Tonic Textual is unable to detect. For example, a scanned form might contain handwritten notes.

You can also apply a template to the file.

You can also add manual redactions from the file preview.

Selecting the manual override option for a file

To manage the manual overrides for a PDF file:

1. In the file list, click the options menu for the file.
2. In the options menu, click Edit Redactions.

File options menu for a PDF file

The File Redactions panel displays the file content. The values that Textual detected are highlighted. The page also shows any manual overrides that were added to the file.

File Redactions panel

Applying a PDF template to a file

If a dataset contains multiple files that have the same format, then you can create a template to apply to those files. For more information, go to Creating templates to apply to PDF files.

On the File Redactions panel, to apply a template to the file, select it from the template dropdown list.

When you apply a PDF template to a file, the manual overrides from that template are displayed on the file preview. The manual overrides are not included in the Redactions list.

Adding a manual override

On the File Redactions panel, to add a manual override to a file:

1. Select the type of override. To indicate to ignore any automatically detected values in the selected area, click Ignore Redactions. To indicate to redact the selected area, click Add Manual Redaction.
2. Use the mouse to draw a box around the area to select.

Textual adds the override to the Redactions list. The icon indicates the type of override.

In the file content:

• Overrides that ignore detected values within the selected area are outlined in red.
• Overrides that redact the selected area are outlined in green.

Navigating to a manual override

To select and highlight a manual override in the file content, in the Redactions list, click the navigate icon for the override.

Redactions list of manual overrides with a navigate icon highlighted

Removing a manual override

To remove a manual override, in the Redactions list, click the delete icon for the override.

Saving the manual overrides

To save the current manual overrides, click Save.