◆ Acrobat · protect

Sanitize Case Study

Search the case study for all personal identifiers and contextual clues, apply permanent redactions, add redaction not…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
BImprove — “do it better”Search the case study for all personal identifiers and contextual clues, apply permanent…+
Search the case study for all personal identifiers and contextual clues, apply permanent redactions, add redaction notes explaining why items were removed, then create a training copy and an internal unredacted copy stored in [path=Personnel/Restricted]; deliver the redacted version to Volunteer Coordinator [contact=Priya] so volunteers can't reidentify the client.
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 file in Adobe Acrobat Pro.

  2. 2

    Select Tools in the upper left and choose Protect from the tools center.

  3. 3

    In the Protect toolbar, click Sanitize Document.

  4. 4

    In the Sanitize Document dialog, review the list of items that will be removed, then click OK to confirm.

    CautionSanitizing is irreversible—ensure you have a backup if you may need the original data.

  5. 5

    Save the sanitized PDF with a new file name to preserve the original.

    Best practiceAccording to e-discovery best practices, always keep an unaltered original for chain-of-custody purposes.

You can preview which types of hidden data will be removed before confirming the sanitize action.

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

Glossary

words on this page
Sanitize DocumentA tool that removes hidden data from a PDF, making it safe to share.ExampleBefore sharing the report, you use the sanitize tool to remove author names and hidden comments.
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.
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
Redact client identifiers from a case study before sharing it with volunteers for training.

Who does this

3 roles
Litigation Support SpecialistParalegalE-Discovery Analyst

FAQ

about this task
FeatureWhat it removes
Sanitize DocumentHidden data (metadata, comments, scripts, attachments, AI content)
RedactionVisible text and images
  1. First, use the Redaction tool to remove any visible sensitive text or images from your PDF. This makes sure no one can see important parts.
  2. Then, use the Sanitize Document tool to remove all hidden data. This includes things like comments, metadata, and scripts that are not visible. Doing both makes your document truly secure.

It is important to Sanitize Document even after redaction because redaction only deals with what you can see. Many PDFs contain hidden information like metadata, comments, or embedded files that are not visible on the page. This hidden data can still reveal sensitive information or violate privacy rules. Sanitizing removes this invisible layer, providing a deeper level of security and compliance, ensuring no hidden details are accidentally shared.

  • Metadata (information about the document, like author and creation date).
  • Embedded content and scripts (hidden code or files).
  • Comments and bookmarks (user notes and navigation aids).
  • Attachments and form fields (extra files and interactive parts).
  • AI content (any content generated by AI that might be hidden).

When preparing a legal document for public release, you should first go through the document carefully and redact any visible sensitive information, such as names, addresses, or financial details. After you have redacted all visible parts, use the Sanitize Document feature. This will remove all hidden data like metadata, comments from colleagues, or any embedded content that might still be in the file. This two-step process ensures both visible and invisible sensitive information is removed, making the document safe for public sharing and ensuring privacy compliance.

Sources

where this comes from
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