FileForge > User Guides > PDF Redactor

🔒 PDF Redactor

User Guide - FileForge Suite

📖 Overview

What is PDF Redactor?

PDF Redactor is a professional tool for permanently removing sensitive information from PDF documents. Unlike simple highlighting or deletion, redaction completely removes the underlying data, ensuring it cannot be recovered.

Key Features

  • Multiple Redaction Tools: Manual rectangle, text search, pattern detection, and templates
  • Pattern Detection: Automatically find SSNs, credit cards, emails, phone numbers
  • Redaction Templates: Create, manage, and apply reusable redaction templates with custom patterns
  • Visual Editing: Draw redaction boxes directly on PDF pages with customizable colors
  • Permanent Removal: Data is completely deleted, not just hidden
  • Scrub Metadata: Automatically strips author, title, subject, and other metadata (on by default)
  • Password-Protected PDFs: Built-in unlock dialog for encrypted PDFs
  • Drag & Drop: Load PDFs by dragging them onto the window
  • Zoom Control: Zoom levels from 50% to 200% for precise redaction
  • Page Navigation: Easy thumbnail navigation through document

⚠️ Critical Security Warning

Always work on a copy of your document! Redaction is permanent and cannot be undone once applied. Keep your original file in a secure location.

🚀 Getting Started

Quick Start Guide

  1. Load PDF
    Click "Browse" to select your PDF, or drag and drop a PDF file onto the window.
  2. Choose Tool
    Select a redaction tool from the left panel (Manual Redaction, Text Search, Pattern Detection, or Templates).
  3. Mark Content
    Use your chosen tool to mark sensitive information for redaction.
  4. Review
    Navigate through pages using thumbnails to verify all redactions.
  5. Apply & Save
    Click "Apply & Save PDF" to permanently redact and save in one step.

🛠️ Redaction Tools

Rectangle Tool

Draw boxes to redact specific areas. Click and drag on the PDF to create redaction rectangles.

Text Search

Find and redact specific text throughout the document. Case-sensitive and whole-word options available.

Pattern Detection

Automatically detect SSNs, credit cards, emails, and phone numbers using advanced pattern matching.

Templates

Create and apply reusable redaction templates with custom regex patterns. Manage, duplicate, export, and import templates.

Clear Page

Remove all redactions from the current page. Useful if you need to start over on a page.

Using Rectangle Tool

  1. Select "Rectangle Tool" from the left panel
  2. Click and drag on the PDF to draw a red box
  3. Release mouse to create the redaction box
  4. Repeat for all areas you want to redact
  5. Right-click a box to delete it (before applying)

Using Text Search

  1. Select "Text Search" tool
  2. Enter the text you want to find and redact
  3. Check "Case Sensitive" if exact case matching is needed
  4. Check "Whole Words Only" to match complete words
  5. Click "Search & Redact" to mark all instances

📋 Common Workflows

Workflow 1: Redact Social Security Numbers

  1. Load your PDF document
  2. Select "Pattern Detection" tool
  3. Check the "Social Security Numbers (SSN)" option
  4. Click "Current Page" or "All Pages" to detect and mark patterns
  5. Review detected SSNs on each page
  6. Remove any false positives (right-click redaction boxes)
  7. Click "Apply & Save PDF"

Workflow 2: Redact Specific Names

  1. Load your PDF
  2. Use "Text Search" tool
  3. Enter the name to redact (e.g., "John Smith")
  4. Enable "Whole Words Only" to avoid partial matches
  5. Click "Search & Redact"
  6. Navigate through pages to verify all instances
  7. Click "Apply & Save PDF"

Workflow 3: Redact Headers/Footers

  1. Load your PDF
  2. Select "Rectangle Tool"
  3. Draw a box over the header or footer area
  4. Navigate to next page (arrow keys or thumbnails)
  5. Repeat for each page
  6. Click "Apply & Save PDF"

🔍 Pattern Detection

Supported Patterns

Social Security Numbers (SSN)

Detects formats like:

  • 123-45-6789
  • 123 45 6789
  • 123456789

Credit Card Numbers

Detects major card formats:

  • Visa (16 digits)
  • MasterCard (16 digits)
  • American Express (15 digits)
  • Discover (16 digits)

Email Addresses

Standard email format: [email protected]

Phone Numbers

US formats including:

  • (123) 456-7890
  • 123-456-7890
  • 123.456.7890
  • 1234567890

⚠️ Pattern Detection Limitations

Pattern detection is a powerful tool but not perfect. Always manually review detected matches and check for missed instances using manual rectangle tools or text search.

📂 Redaction Templates

What Are Templates?

Templates let you save a set of redaction patterns and settings so you can apply the same redactions across multiple documents without reconfiguring each time. This is essential for compliance workflows where the same types of data (SSNs, account numbers, etc.) must be redacted consistently.

Template Operations

  • Save Template: Save your current redaction patterns and settings to a reusable template file
  • Load Template: Apply a previously saved template to the current document
  • Import Template: Import a template file shared by a colleague or from another system
  • Export Template: Export your template for sharing with your team

Custom Patterns

Create your own regex-based patterns for organization-specific data:

  • Define custom regex patterns (e.g., internal ID formats, project codes)
  • Test patterns against sample text before applying
  • Save custom patterns within templates for team-wide use

💡 Tips & Best Practices

Before You Start

  • Work on a Copy: Always keep your original document safe
  • Review Entire Document: Read through once to identify all sensitive info
  • Create a Checklist: List what needs redaction (names, SSNs, addresses, etc.)
  • Test on Sample: Try redacting a test page first

During Redaction

  • Use Multiple Tools: Combine pattern detection with manual rectangle tool
  • Check Every Page: Don't skip pages - use thumbnail navigation
  • Review Before Applying: Once applied, redactions are permanent
  • Zoom In: Use zoom to ensure complete coverage of sensitive text

After Redaction

  • Verify Output: Open the redacted PDF and verify redactions are complete
  • Check Metadata: Ensure "Scrub Metadata" was enabled before saving — it strips author, title, and other metadata automatically
  • Secure Storage: Store the original securely or delete if appropriate
  • Document Process: Keep records of what was redacted and why

💡 Pro Tips

  • Use keyboard shortcuts (arrow keys) to navigate pages quickly
  • Right-click redaction boxes to delete mistakes before applying
  • Use "Clear Current Page" if you need to restart a page
  • Save frequently during long redaction sessions

🔐 Security Guidelines

What Redaction DOES

  • ✅ Permanently removes visible text and images
  • ✅ Prevents copy/paste of redacted content
  • ✅ Removes underlying PDF text data
  • ✅ Replaces content with solid black boxes

What Redaction DOES NOT Do

  • ❌ Remove embedded files or attachments
  • ❌ Redact text in images (unless you manually cover the image)

✅ Metadata Scrubbing

The "Scrub Metadata" checkbox (enabled by default) automatically strips author, title, subject, keywords, and creator metadata when saving. No separate tools needed.

🚨 Security Reminders

  • OCR text in scanned PDFs may not be detected by pattern search
  • Check images manually - sensitive info in images requires manual redaction
  • Always verify the output before distribution
  • Ensure "Scrub Metadata" is checked before saving (it is on by default)

Best Security Practices

  1. Multiple Pass Review: Review document multiple times
  2. Use All Available Tools: Pattern detection + text search + manual
  3. Check Images: Manually redact any sensitive images
  4. Verify Output: Open and review the final PDF
  5. Scrub Metadata: Ensure the "Scrub Metadata" checkbox is enabled (on by default)
  6. Test Extraction: Try copy/paste from redacted areas to verify

🔧 Troubleshooting

Q: Pattern detection isn't finding known SSNs

A: Try these solutions:

  • Check if SSNs are in images (pattern detection only works on text)
  • Verify the format matches expected patterns
  • Use text search as a backup method

Q: Can't draw redaction rectangles

A: Ensure:

  • Rectangle tool is selected in the left panel
  • PDF is loaded successfully
  • You're clicking and dragging on the PDF canvas
  • Try restarting the application if issue persists

Q: Redaction boxes don't cover all the text

A: Solutions:

  • Zoom in for more precise placement
  • Draw rectangles slightly larger than the text
  • Use text search which automatically sizes boxes correctly
  • Apply redactions and verify in output PDF

Q: "Apply & Save PDF" button is grayed out

A: Check:

  • At least one redaction box exists on any page
  • PDF is loaded and not corrupted
  • You haven't already applied redactions (reload PDF if needed)

Q: Can't save the redacted PDF

A: Verify:

  • You've marked at least one area for redaction
  • You have write permissions for the output location
  • Disk has sufficient space
  • Output file isn't already open in another program

⚠️ Limitations

Known Limitations

  • Scanned Documents: OCR text may not be searchable
  • Images: Sensitive info in images must be manually redacted
  • Form Fields: Interactive form data may need special handling

⚠️ Important Notes

  • Redaction is permanent - always work on copies
  • Pattern detection is not 100% accurate - always verify manually
  • Some PDF features may be lost after redaction
  • Always verify output before distributing