How do I redact a document?
Redaction is a critical feature in M&A that enables teams to control the flow of sensitive information by hiding confidential details from specific parties during due diligence. It helps protect proprietary data, maintain compliance, and ensure information is disclosed strategically throughout the deal process. In this article, we'll review how you can redact a document within the DealRoom platform.
First, open your room from the left navigation panel, then click " Data Room" at the top. From there, just browse the folders to find and open the PDF you need.
Open the PDF, then click "Info" in the upper right corner.
A side menu will appear—scroll to the bottom to find the "Redaction" section.
Type the word you want to redact and click "Preview."
The screen will update with the redacted words. Review the changes, and if you're satisfied, click "Apply Redaction."
Please review carefully—once a redaction is applied, it cannot be undone. If you need to remove it, you'll need to re-upload the original file. However, if you're an Admin, you can access previous versions in the Versions section of the Info tab, though they will always download as redacted.
If you need further assistance or have any questions, feel free to reach out to our support team via the website chat, the in-platform Help Center, or by emailing us at support@dealroom.net.
First, open your room from the left navigation panel, then click " Data Room" at the top. From there, just browse the folders to find and open the PDF you need.
Open the PDF, then click "Info" in the upper right corner.
A side menu will appear—scroll to the bottom to find the "Redaction" section.
Type the word you want to redact and click "Preview."
The screen will update with the redacted words. Review the changes, and if you're satisfied, click "Apply Redaction."
Please review carefully—once a redaction is applied, it cannot be undone. If you need to remove it, you'll need to re-upload the original file. However, if you're an Admin, you can access previous versions in the Versions section of the Info tab, though they will always download as redacted.
If you need further assistance or have any questions, feel free to reach out to our support team via the website chat, the in-platform Help Center, or by emailing us at support@dealroom.net.
Updated on: 16/04/2025
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