Using Find and Redact
You can apply markups to a spreadsheet, native PDF, or stored PDF in the Viewer while using the search capabilities of the Contextual Search card. To create a stored PDF, use Mass PDF. To learn more, see Mass PDF.
This feature finds terms in a spreadsheet, native PDF, or stored PDF document and applies a markup to the desired terms without having to run a Redact project or manually apply markups.
Note: The contextual search returns hits on comments and chart labels content in spreadsheet documents. These content types cannot receive markups using Find and Redact. To apply a markup to a comment or chart label, see
Manual markups with spreadsheet files.
To search for terms and apply markups:
- Click the Contextual Search card icon.
- Enter the desired search terms.
- Click the Find and Redact section to view the markup options.
- Edit the markup options to determine the type and appearance of the applied markups.
A message displays at the bottom of the Contextual Search card to help you track the Markup Scope option that is selected.
- Press Enter on your keyboard or click the Search icon in the Contextual Search textbox to search the document for matching terms.
- Optionally, you can filter the results with the following options:
- Full—Select to display any terms that match the search terms and are fully redacted. If unselected, these terms will not display in the results.
- Partial—Select to display any terms that match the search terms and are partially redacted. If unselected, these terms will not display in the results.
- None—Select to display any terms that match the search terms and have not been redacted. If unselected, these terms will not display in the results.
- Either select each search term result that you would like to apply a markup to or click on the Checked (X) button and select All to apply a markup to all search term results.
- Click the Redact/Highlight button.
A modal displays while the markups are applied. Once the job is done, Redactions complete displays at the bottom of the card. If you complete a new search using either the term or the term within a search string, the results will display their markup status to help you track whether each term match is not redacted, partially redacted, or fully redacted.
Note: A message displays when markups could not be applied to any results because it is either a comment or chart label. Locate results that did not receive a markup by refreshing the document and then searching for the same term again. Any terms that were previously selected and did not receive a markup are returned in the results.