Add or modify redaction codes for sensitive data redaction

task australia Updated Sep 10, 2026 1 min read add-or-modify-redaction-codes.md
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Add new redaction codes for sensitive data redaction based on your organization's compliance framework, or modify existing codes to match your document handling policies

Before you begin

Role required: platform_document_management_admin

Procedure

  1. Navigate to All > Document Management > Administration > Redaction Codes.

  2. Add a redaction code.

    1. Select New.

    2. In the Redaction Code field, enter a code as the redaction code.

    3. In the Description field, enter the names or description of the data type this code applies to.

    4. Select Active and Save.

  3. Modify an existing code.

    1. Open the record.

    2. Update the Description or Redaction Code as required.

    3. Select Update.

  4. Deactivate a code.

    1. Open the record.

    2. Clear the Active check box.

    3. Select Update.

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