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Redact PII

Use Security & Privacy to reduce the amount of personal data stored in your teamspace.

PII redaction helps remove sensitive details during transcription and highlight import, and scheduled sanitization helps you automatically clean up new records after a set number of days.

Before You Start​

  • You must have permission to edit teamspace settings.
  • Review any internal privacy or retention rules your team follows before changing these settings.

Steps​

  1. Open Teamspace Settings > General > Security & Privacy.
  2. In Personal identifiable information (PII), turn on Redact PII during transcription & highlight import.
  3. Turn on Automatically schedule new records for sanitization if your team uses automatic cleanup.
  4. Set the number of days to wait before new records are sanitized.

When Should I Use This?​

  • When transcripts or imported highlights may contain names, emails, phone numbers, or other sensitive details.
  • When your team has a retention policy for records.
  • When you want privacy controls applied automatically instead of manually reviewing every file.

Tips​

  • Sanitization permanently removes the related video and audio files for records, so use a retention period that fits your policy.

Example​

This video shows how to enable PII redaction and schedule sanitization for new records after 30 days.

FAQ​

Q: Where can I learn more about how PII redaction works?​

Learn more about how PII redaction works in NEXT in the PII redaction documentation.

Q: What happens when sanitization runs?​

Sanitization permanently deletes the related record media, so keep the retention period aligned with your privacy policy.