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4.10. Redact PII with Preview for Mac
Redacting with Preview for Mac
Redaction is the modification or revision of a document to remove confidential or sensitive information. There are a wide array of methods and tools to accomplish this task. We will explore the steps using Preview for Mac in this tutorial.
Document Preparation
The first step is to maintain the original file in its original condition. Always make copies of original documents before making any alterations. From a paper document, use a scanner to make digital copy of the file and save it to the PDF file type. (Scanner technologies and software options vary by use. Seek additional assistance if you are not familiar with the steps.)
Export Electronic Files to PDF
Many programs offer an Export or Save As option to create PDF file types. From the Microsoft Word File menu, choose Export and Create Adobe PDF. The new file will be the working copy for this task. Do not alter the original.
Save a PDF Copy
If the original file is a PDF file type,
Redaction
Open the working file in Preview. Review the document for sensitive information. From the Tools menu, choose Annotate, then choose Rectangle.
Our sample document is a resume with address and contact information. Use a mouse to select any personal information that should be redacted. The size of the rectangle can be adjusted to cover individual line or complete blocks of text.
Review and Save
Review your selections for accuracy. From the File menu in Preview, choose Export as PDF to make the redaction permanent.
Distribute as appropriate. These are basic steps to personal information redaction. Each institution is responsible for developing and implementing safe document handling procedures.
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