Using Bulk Redaction Terms

In this article: How to add a list of terms you want flagged for redaction across all files in a case — either one at a time or by uploading a list.

Bulk Redaction Terms lets you define specific terms that should be redacted wherever they appear across your case. This is useful when you have a known list of terms — such as a list of employee names — and want every occurrence redacted without having to add them one by one. To access it, click the Case Redactions icon in the top toolbar, then navigate to Bulk Redaction Terms

Adding a single term

1. Type the term in the Add a term field

2. Click + Add term

   

3. Set an Exemption reason from the dropdown next to the term

   

Uploading a list of terms

If you have a large number of terms, you can upload them as a .csv or plain text file instead of adding them manually.

1. Prepare a plain text or CSV file with one term per row- no column headers needed

2. Upload the file using the Upload File button

   

3. Once uploaded, set an Exemption reason for each term:

   

4. Alternatively, select all terms and apply an exemption reason for all terms:

   

5. Once all terms have an exemption reason, click Apply to apply redactions across the case

   

6. Once you click Apply, you'll see a popup confirming the process has started. You can continue working in the case while this runs in the background.

   Once processing is complete, each term will be redacted wherever it appears across your case