Configuring Document Types for Redactions - Automated Redaction - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

A Document Type must be configured to allow redactions before it can be configured to use Automated Redaction.

Depending on your OnBase solution, a Document Type can be configured to allow redactions in the following ways:

• Redacted Documents are Saved in the Same Document Type as the Original Documents. Once the original document is redacted, the newly-created redacted document is saved as a new document in the same Document Type as the original document. Depending on the Document Type's configuration, the original document can be retained or it can be deleted.

  For more information, see Storing Redacted Documents in the Same Document Type as the Original Document.

• Redacted Documents are Saved in a Different Document Type than the Original Documents. Once the original document is redacted, the newly-created, redacted document is saved as a new document in a different Document Type than the original document. Depending on the original document's Document Type configuration, the original document can be retained or it can be deleted.

  Tip:

  This method is considered the best practice for creating redacted documents because of its increased security features.

  This option allows you to assign fewer Keyword Types to the redacted document than are assigned to the original document to prevent sensitive data from being made available to users via Keyword Values.

  Additionally, you can specify separate security schemes for the original document and the redacted document; the original document (containing sensitive or private information) can be subject to stricter security controls than the redacted document, which can be made more widely available.

  For more information, see Storing Redacted Documents in a Different Document Type than the Original Document.

• Redacted Documents are Saved as Revisions of the Original Document. Once the original document is redacted, the newly-created redacted document is saved as a revision of the original document.

  Note:

  This option requires your OnBase solution to be licensed for EDM Services and the original document's Document Type to be configured to allow revisions.

  For more information, see Storing Redacted Documents as Revisions of the Original Document.

• Redacted Documents are Saved as Replacements of the Original Documents. Once the original document is redacted, it is purged from the system and is replaced by the newly-created redacted document. The redacted document maintains the Document History of the original document.

  Note:

  This option is available for non-revisable Document Types that do not allow multiple renditions. It can only be used on image documents.

  CAUTION:

  Before using this option, understand that this redaction method immediately deletes the original document from the Disk Group. Once you redact a document using this method, the original document is purged from the system and cannot be recovered.

  For more information, see Storing Redacted Documents as Replacements of the Original Documents.