Automated PII Redaction
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      CloudNine Review: Can I save my PII Redaction settings?

      Create and Manage PII Redaction Templates

      When using the automated PII redaction tool you can save settings as templates.  

      • You want to run the PII redaction tool by a specific entity category or entity data type. 
      • You wish to have different Redaction Colors or Redaction Text applied by PII entity category or entity type. 
      • You may have exclusions you wish to implement for multiple batches.

      Create a PII Redaction Template

      1. In your CloudNine Review Project, Select Tools-Redactions-PII Redactions to open the PII Redaction Window. 
      2. Select your Document Selection, Redaction Type, Entitites to Redact, and any Values to Exclude.  
        SaveTemplate
      3. At the top of the PII Redaction window, in the Template section, click the Create button.
      4. You are on the Create PII Redaction Template.  Type a template Name. 
      5. Enter an optional Description of the redaction template.
      6. Click Create. 
        CreateTemplate
      7. You are returned to the PII Redaction window, the Template is created and selected from the drop-down list. The description appears under the selected Template. 
        SavedTemplate_Selected
        When a Template is selected, you will notice two additional buttons:
        1. Update: Disabled until Document Selection, Redaction Type, Entities to Redact, or Values to Exclude are changed. If changes are made, the Update button is available to save the changes to the existing PII Redaction Template.
        2. Create Copy: You can create a copy of the selected PII Redaction Template to make changes without changing the original template. If Create Copy is selected, the Create PII Redaction Template window opens. Change the Name and Description, then click Create to add a new template to the Template list. 

      Manage PII Redaction Templates

      PII Redactions Templates are managed in the Manage PII Redaction Templates window. 

      Select Tools-Redactions-PII Redactions.  In the Template section, click the Manage Template option.

      ManageTemplates

      The Manage PII Redaction Templates window opens displaying the templates table. In the template table, you can:
       ManageTemplate1-1
      1. Search: Search for a PII Redaction template by Name or Description.
      2. Name: Click on a template name to view Template Details. 
        Template Details
      3. Description: Shows the optional description added to the PII Redaction Template.
      4. Action: Edit, Delete, or Undelete templates. 
        1. Edit: Make changes to the template Name and Description. 
        2. Delete: Removes the template from the drop-down selection. 
        3. Undelete: Restores a previously deleted template. 
      5. Deleted Templates: The template manager maintains a list of all templates. If a template is highlighted in red, it is deleted and no longer listed in the Selected Template drop-down.  
      6. Back: Returns you to the PII Redaction window.