Q: Within documents, is it possible to redact content?

A: Yes, CWS-CARES allows users with the appropriate permissions to redact information in documents such as PDFs, Word files, and Excel files. All redacted documents are saved as PDFs, even if the original file was created in another format.
Redaction can be done in two ways:
  • Manual redaction: selecting specific portions of the document to block out.
  • Automatic redaction: searching for a word or phrase and redacting all occurrences at once.
Users must enter a reason for the redaction, and the system records who completed it and when. The original document is never changed – users can save the redacted version as either a new document or a new version of the original.
Only users with the correct role-based permissions (such as case workers or supervisors) will see the redaction option, and access depends on their role and their access to the case or record.