◆ Acrobat · protect

Redaction Before External Sharing

I need to send a contract to outside counsel for advice, but it includes client names and sensitive identifiers. I am …

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”I need to send a contract to outside counsel for advice, but it includes client names and…+
I need to send a contract to outside counsel for advice, but it includes client names and sensitive identifiers. I am the only person who can prepare the redacted version before noon. Diagnose whether redaction should remove names only or replace them with consistent aliases, and whether metadata needs cleaning. Recommend exactly what to remove versus what to retain for counsel to advise properly, and the one sentence to explain the redaction choices to the partner receiving it.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open the PDF you want to redact in Adobe Acrobat Pro.

  2. 2

    Go to the Tools panel and select Redact a PDF.

    Best practiceIf you do not see 'Redact a PDF,' click 'View more' to expand the list of tools.

  3. 3

    Use your cursor to select the text or images you want to redact.

    CautionRedacted content is permanently removed after applying redactions; double-check your selections.

  4. 4

    Click Apply to permanently remove the selected content.

    NoteYou may be prompted to save a copy of the document after applying redactions.

  5. 5

    Save the redacted PDF with a new file name.

    Best practiceSaving a new copy preserves your original unredacted document.

You can preview all redaction marks before applying them to ensure nothing is missed.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
RedactionRedaction is the permanent removal of visible sensitive information from a document.ExampleThe redaction of personal names ensures privacy for all individuals mentioned in the report.
SanitizeTo remove sensitive or private information from a document before sharing it.ExampleRemember to sanitize the document by redacting personal details before sharing it publicly.
MetadataMetadata is hidden information about a file, such as who created it or when it was changed.ExampleChecking a photo's metadata reveals the camera model and the exact date it was taken.

The real tasks

the one, listed here
I must share a contract with outside counsel but it contains client identifiers

Who does this

3 roles
ParalegalCompliance OfficerRecords Manager

FAQ

about this task
  1. Use the 'Redact a PDF' tool, not just drawing a black box.
  2. After marking content, click 'Apply' to permanently remove it.
  3. Choose to sanitize hidden information when prompted.
  4. Save the document with a new name to keep your original safe.
  5. Verify by trying to copy-paste or search for the redacted text.

Redacting visible content means you are permanently removing text or images that you can see on the page. Sanitizing hidden data, on the other hand, removes information you cannot see, such as metadata, comments, attachments, and deleted content. Both are important for privacy, but they address different types of information within the PDF. You need to do both for full protection.

For many sensitive items like Social Security Numbers or account numbers, use Acrobat's pattern-based auto-redaction. This feature can find and mark all instances of a specific pattern automatically. After auto-redaction, have someone else review a random sample to ensure all sensitive data was correctly removed.

Using a consistent reason-code list helps your team understand why certain information was redacted. This improves clarity, ensures compliance with legal or company policies, and makes it easier to review documents later. It creates a standardized process that reduces errors and misunderstandings.

No, you cannot use the Adobe PDF Services API for redaction. Redaction is a feature that is only available in the Acrobat Pro desktop application. This means you must perform redaction manually using the desktop software.

Sources

where this comes from
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