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Workspace admin/intelie-docs/smart-redact

Drawing a redaction box by hand

When detection misses something, draw the box yourself. It burns exactly like a detected one — and once applied, it is permanent.

What you'll need
  • The IntelieDocs module visible in your left-hand navigation.
  • A Smart Redact document whose redacted version is ready, open on a page. The redaction tools appear only then. Reading the text under a box also needs Original Access.

If IntelieDocs isn't in your navigation, your role doesn't have visibility for it — ask a workspace administrator, or see Permissions and module visibility.

Steps

  1. Select the document on the redactor’s Documents tab. The right panel opens on Result; the toolbar adds Original, Redacted, Add redaction box, Undo, Redo, Save regions and Apply redactions.

  2. Select Add redaction box — it stays armed for several boxes — then drag over the content. Escape cancels mid-drag; a box only a few points across is dropped as a stray click.

  3. Releasing the pointer opens the type picker: filter with Search redaction types, then press Enter. This redactor’s own types come first, the rest under More…. Dismiss the picker and the box is discarded — an untyped box is not a region.

  4. Select Save regions. Recognition then runs on every box with no text, so the set differs again and Save regions lights a second time — select it to store the text.

  5. Every box gets a row under Manual regions. Select a row (Go to page) to page the viewer to that box and light it. Correct Recovered text in place; it commits when you leave the field. Recognize text in the section header reads every box that has none, unsaved drafts included; a row’s Recognize text again overwrites your correction.

  6. Select Apply redactions, then answer Apply redactions permanently? with Yes, Apply Permanently. Unsaved boxes are saved first, as one action.

What success looks like

  • On the first confirmation the rows switch to Applied · permanent with a padlock, Apply redactions is disabled, and Applying redactions — the region editor is read-only until this finishes. appears above the viewer.
  • The viewer shows Preparing redacted document… until the redacted copy is rebuilt.
  • Redacted Results counts only what detection found; a document redacted entirely by hand reads No detected redactions — this document's redactions were added manually.

Applied boxes are permanent

An applied box cannot be removed, moved or retyped: its row carries a padlock, Locked — this redaction is permanent, and the server refuses any change to it, naming the box and highlighting it on its page — your other edits survive. Re-ingest the document to redact it differently. Only Recovered text stays correctable.

If something goes wrong

SymptomLikely causeWhat to do
The box vanishes as you release the pointer.The type picker was dismissed, or the box was too small.Draw it again, larger, and choose a type.
Couldn't recognize the text under this box.Nothing legible sat under the box.Select Recognize text again, or type it into Recovered text. The box burns either way.
A row reads Manual — no text with no text field.Recovered text is original-document content and you are outside Original Access.Draw, save and apply as normal; ask an administrator for Original Access to read it.
Updated by someone elseSomeone else saved or applied regions since you opened the document.The panel re-reads the stored set — redraw anything missing, then save again.
These redactions have already been applied — save a new version to redact anything further.This set is already burned in.Draw the extra boxes, Save regions, then Apply redactions again.

Next

Steps verified against elie-tenant-ui @ origin/dev 2026-08-04 on . Something wrong with this page?