Document Redaction in Salesforce

Apryse offers PDF Redaction, a safe and secure removal of content on document formats such as PDF. This guide will help you utilize all of Apryse's Redaction capabilities in Webviewer alongside Salesforce Lightning Components.

We recommend familiarizing yourself with the Overview page to learn how to correctly use a config.js file. If you are using a version of WebViewer older than 8.0+, you should also learn about readerControl before getting started.

In your LWC where you initialize WebViewer (you can check out pdftronWvInstance.js in our sample repository). This shows you how to enable redaction:

//snipped for brevity
const viewerElement = this.template.querySelector('div');

const viewer = new PDFTron.WebViewer({
    path: libUrl,
    custom: JSON.stringify(myObj),
    config: myfilesUrl + '/config_apex.js',
    fullAPI: true // this must be set to true
    enableRedaction: true, // this must be set to true
    // l: 'YOUR_LICENSE_KEY_HERE',
}, viewerElement);

Note: You need to use the pdf_full.zip file in your /staticresources/ folder to access full API, which is required for redaction.

To perform redaction on a document, open it in WebViewer. Check out this link to learn more.

Review this section for creating redactions with the WebViewer UI.

You can use search to highlight single or all occurences of a search term. You may also use regular expressions, which allows to target e-mail addresses, phone numbers, credit card numbers, etc. You can review searching documents in Salesforce here .

When performing your search, add a searchListener that marks your search results for redaction like so:

const searchListener = (searchTerm, options, results) => {
    // add redaction annotation for each search result
    const newAnnotations = results.map(result => {
        const annotation = new Annotations.RedactionAnnotation();
        annotation.PageNumber = result.pageNum;
        annotation.Quads = result.quads.map(quad => quad.getPoints());
        annotation.StrokeColor = new Annotations.Color(136, 39, 31);
        return annotation;
    });

    annotManager.addAnnotations(newAnnotations);
    annotManager.drawAnnotationsFromList(newAnnotations);
};

instance.addSearchListener(searchListener);

const searchListener = (searchTerm, options, results) => {
    // add redaction annotation for each search result
    const newAnnotations = results.map(result => {
        const annotation = new Annotations.RedactionAnnotation();
        annotation.PageNumber = result.pageNum;
        annotation.Quads = result.quads.map(quad => quad.getPoints());
        annotation.StrokeColor = new Annotations.Color(136, 39, 31);
        return annotation;
    });

    annotManager.addAnnotations(newAnnotations);
    annotManager.drawAnnotationsFromList(newAnnotations);
};

readerControl.addSearchListener(searchListener);

Then run your search using either instance.searchText(searchTerms, searchOptions) or instance.searchTextFull(searchTerms, searchOptions). Once you have the desired search term(s) highlighted, you can call instance.Core.documentViewer.getAnnotationManager().applyRedactions(); to redact these items.

Review this section for creating redactions programmatically.

You can review the Salesforce PDF App to showcase an end-to-end example of search, and how you can leverage it for redaction and content replacing on our Github repository.

Check out this live demo hosted outside of Salesforce.