To Redact a section on your supporting document, you need to drag the document to "View and Edit", and then use the functionality to redact, and Save the newly redacted document. You can then attach this Redacted document to your checklist
Drag your Document to View and Edit
In this example, I want to redact the Tax File Number on an ATO Tax Assessment Notice.
First, grab the thumbnail of the document you want to view/edit, and drag it to the View/Edit box:
When you drag and drop a document into View or Edit, the document will appear in a third pane on the right:
You can expand the View and Edit screen by using the View Toggles here:
With other panels collapsed, I am now only looking at my document that I want to redact:
Click the Pencil to enable the Annotation Tools
Click the Pencil on the side menu. This will enable the Annotation Tools:
To redact a section on your document, click the first "PacMan" icon:
With the functionality enabled, you are able to highlight the section you want to redact, and leave a comment (if you wish) as to what you are redacting/any other information. It will also record who (you) has made the redaction. When you are satisfied, click OK:
You can make some further redactions on the file, and when you are ready, you should click the second PacMan to Lock in the Redacts:
Once you have Locked in the redaction, it will be 'set' on the document and the Lender will not be able to undo it.
Save your Redaction
Once you have completed your redaction, you should SAVE your edits. You are able to rename your document if you wish:
If you then click "default View", you will go back to the regular supporting documents Bucket & Checklist view. Your redacted document will be in the bucket, waiting to be attached to your checklist item:
Note that you are able to 'revert' the redaction by clicking this control in the Annotation panel BEFORE you SAVE the document. If you SAVE the redaction, you are unable to undo it.
