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What do you like best? I love the fact that we can collect uploads AND money through filled PDFS What do you dislike? The entire site is very confusing and we have a hard time understanding where our active sheets are located within the site. We see things like "documents" and then we make a new template ... then lose which template is live and which one isn't. I also don't care for the fact that we cannot choose to have ZERO color in the field that the customer sees for filling in and I would love to be able to disable the "lock to grid" feature that is clearly on at all times. Recommendations to others considering the product: I recommend reading through the site, reading through all the tutorials you can and getting very organized about what you are going to do before getting started. What problems are you solving with the product? What benefits have you realized? We no longer have to deal with faxing our documents to customers to fill out, sign and fax back. We just tell them to go to our website . They are also so much more likely to complete the entire process including sending us pictures that we require and we no longer lose the pictures or get confused as to where everything is.
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2024-12-09

Redact Sum Notice Feature

The Redact Sum Notice feature provides you with a reliable solution for managing sensitive information in your documents. Whether you are dealing with personal data, financial reports, or legal documents, this feature ensures that you can protect sensitive content effortlessly.

Key Features

Automatic detection of sensitive information
Customizable redaction settings
User-friendly interface for easy navigation
Integration with existing document management systems
Audit trail for tracking changes

Potential Use Cases and Benefits

Safeguard personal information in compliance documents
Prevent data breaches in financial statements
Maintain confidentiality in legal files
Enhance document security in healthcare communications
Streamline workflow by reducing manual redaction tasks

The Redact Sum Notice feature helps solve your problem of maintaining privacy and security in your documents. By automating the redaction process, you save time and reduce the risk of human error. This feature gives you peace of mind, knowing that your sensitive information is protected effectively.

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Sensitive information that could be used to commit fraud or expose private information should be redacted. The following list is a general guide: Social security numbers. Driver's license or professional license numbers.
Legal Requirements Rule 5.2(a), titled Redacted Filings, provides that filings can only include the last four digits of a Social Security or tax ID number, the year of an individual's birth, a minor's initials or the last four digits of a financial account number.
What Is Document Redaction? Otherwise, known as document sanitizing, redaction is the process of blacking out or removing any sensitive information from a document, so it can be used and distributed, but still protect confidential information too.
See the Court's Transcript Redaction Policy. All filers must redact: Social Security or taxpayer-identification numbers. Dates of birth. Names of minor children. Financial account numbers. And, in criminal cases, home addresses, in compliance with Fed. R. CIV.
Redaction, sometimes called sanitization or data anonymization, is the process of removing confidential or sensitive information from a document to protect that information. When documents are redacted, they can be used or published by a wider audience than originally intended without compromising confidentiality.
2 : to select or adapt (as by obscuring or removing sensitive information) for publication or release broadly : edit. 3 : to obscure or remove (text) from a document prior to publication or release.
Redaction Defined Redaction is the task of rendering passages in a document illegible because those passages are confidential or otherwise exempt from disclosure. The process to redact passages from a printed document is to obscure the text or images with a dark permanent marker.
Use the paper document method to redact a scanned file. Print out the paper document. Cut out the text that needs to be redacted. Use opaque tape or paper to cover the redacted sections. Scan the document and save it as a PDF.

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