Review & Redact PII from Plans

Overview

After uploading a plan PDF to the marketplace, you're automatically redirected to the Review page where you can manually redact any personally identifiable information (PII) before publishing. Use the white pen tool to draw over names, addresses, phone numbers, or any other sensitive details. If the plan looks good as-is, click "Looks Good" to skip redaction and return to your plans list.

How It Works

Automatic Redirect After Upload

1. Upload a plan PDF to the marketplace
2. You're automatically redirected to the Review page
3. The PDF viewer opens with your plan loaded page-by-page at high resolution (1400px)

Reviewing Pages

The review page now includes a clickable link placeholder where the review link text would normally appear. This lets you quickly see where the link will be positioned in customer emails and on your public profile, even before you configure an actual review URL in your company settings.

If you haven't set up a review link yet, the placeholder shows sample text (like "Leave us a review on Google") so you can visualize how it will look. Once you add a review link in Settings > Company Profile, the actual link text and URL will replace the placeholder.

Redacting PII

1. Select the white pen tool from the toolbar
2. Draw rectangles over any sensitive information you want to hide
3. The boxes cover the text with white fill, making it unreadable
4. Navigate between pages using the page controls
5. Repeat for each page that needs redaction

Finishing Up

After reviewing all pages:

• Click "Looks Good" if no redaction is needed or you're done redacting
• You're returned to your plans list where the plan is ready to price and publish
• Redacted PDFs are stored with your modifications applied

Tips

• Zoom in if text is small or hard to see
• Use multiple small boxes instead of one large one for precise redaction
• Review every page - PII can appear on any sheet (title blocks, notes, revisions)
• Common PII locations: Title blocks, revision tables, engineer stamps, notes

Questions

Q: Can I undo a redaction box? A: Not directly in the editor. If you make a mistake, click "Looks Good" to finish, then re-upload the plan to start fresh.

Q: What happens to the original PDF? A: The redacted version replaces the original in your plan record. Keep a backup copy locally if you need the unredacted version.

Q: Do I have to redact every plan? A: No - if your plan doesn't have PII (like a stock plan you created in-house), click "Looks Good" immediately to skip redaction.