For PDF files, you can add manual overrides to the initial redactions 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 redactions. For example, a scanned form might show 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 choose to apply a template to the file.
To manage the manual overrides for a PDF file:
In the file list, click the options menu for the file.
In the options menu, click Edit Redactions.
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.
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.
On the File Redactions panel, to add a manual to a file:
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.
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.
To select and highlight a manual override in the file content, in the Redactions list, click the navigate icon for the override.
To remove a manual override, in the Redactions list, click the delete icon for the override.
To save the current manual overrides, click Save.
Edit an individual file
Add manual overrides to a PDF file. You can also apply a template.
Create PDF templates
PDF templates allow you to add the same overrides to files that have the same structure.
A dataset might contain a number of files that have the same structure, such as a set of scanned-in forms.
Instead of having to add the same manual overrides for each file, you can use a PDF file in the dataset to create a template that you can apply to other PDF files in the dataset.
When you edit a PDF file, you can apply a template.
To add a PDF template to a dataset:
On the dataset details page, click PDF Templates.
On the template creation and selection panel, click Create a New Template.
On the template details page:
In the Name field, provide a name for the template.
From the file dropdown list, select the dataset file to use to create the template.
Add the manual overrides to the file.
When you finish adding the manual overrides, click Save New Template.
When you update a PDF template, it affects any files that use the template.
To update a PDF template:
On the dataset details page, click PDF Templates.
Under Edit an Existing Template, select the template, then click Edit Selected Template.
On the template details panel, you can change the template name, and add or remove manual overrides.
To save the changes, click Update Template.
On the template details panel, to add a manual to a file:
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.
Use the mouse to draw a box around the area to select.
Tonic Textual adds the override to the Redactions list. The icon indicates the type of override.
To select and highlight a manual override in the file content, in the Redactions list, click the navigate icon for the override.
To remove a manual override, in the Redactions list, click the delete icon for the override.
When you delete a PDF template, the template and its manual overrides are removed from any files that the template was assigned to.
To delete a PDF template:
On the dataset details page, click PDF Templates.
Under Edit an Existing Template, select the template, then click Edit Selected Template.
On the template details panel, click Delete.
