---
title: Redact sensitive data from a document in Information Request Playbook
description: As a legal reviewer, you can redact sensitive data from PDF documents by either searching keywords or selecting text in Information Request Playbook.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/government-industry/psds-ir-playbooks-doc-redaction.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Using Information Request Playbook, Playbooks, Use, Public Sector Digital Services \(PSDS\)]
---

# Redact sensitive data from a document in Information Request Playbook

As a legal reviewer, you can redact sensitive data from PDF documents by either searching keywords or selecting text in Information Request Playbook.

## About this task

Agents can:

-   Redact manually by selecting text to be highlighted for redaction.
-   Redact via keyword using Search and Redact.

## Before you begin

Role required: sn\_gsm.constituent\_agent, sn\_gsm.business\_agent, sn\_gsm.agency\_agent, sn\_gsm.relationship\_agent, and sn\_gsm.service\_manager

## Procedure

1.  Open the Information Request Playbook by navigating to Lists in the CRM Workspace.

2.  Navigate to the **Information Requests** list and select **All**.

3.  Select the case that contains the PDF you wish to redact information from.

4.  Navigate to the **Legal Review** activity in the **Process** stage.

5.  Under the Related Documents card, select the PDF you wish to redact information from.

6.  Select the Redact PDF \[Omitted image "redactpdficon.png"\] Alt text: Redact Icon icon.

7.  To redact using the highlight functionality: select Highlight.

8.  Drag the cursor to form a box over the text you wish to redact.

    A green box will display over the selected text.

9.  Select **Apply Redactions** to redact the highlighted text.

10. Confirm your selection when prompted.

11. To redact using the Search and Redact functionality: enter a keyword you wish to redact, and select Search to parse the document for this keyword.

12. Select **Apply Redactions** to redact every instance of this keyword.

13. Confirm your selection when prompted.

14. Repeat steps 13-14 to redact multiple keywords.

15. Select **Save Changes** to save the redacted version of the PDF.

    Previous versions of the document \(which may contain different redacted text\) are available and can be accessed by a government employee.


## Result

The information is now permanently redacted from the PDF.