Product workflows2026-10-292 min read

Redact Sensitive Interview Data in Dovetail

Use Dovetail’s current input-specific redaction controls where available, then inspect the processed result. Manual and automatic redaction require the Enterprise plan; a transcript edit alone does not prove sensitive audio or video is protected.

Before you start: Have the required Enterprise capability, appropriate project access and an approved data-handling policy. Use synthetic values to test the workflow before importing sensitive research.

Worked example: An interview includes a spoken email address and an account number visible on screen. Check transcript, audio, video and reused highlights rather than assuming one hidden phrase covers every surface.

Step-by-step guide

01

Inventory sensitive content

Identify spoken, visible and textual information that should not be retained or shared. Keep the original according to the authorized research policy.

02

Choose the input control

For recordings imported into a project, inspect the current import redaction setting. Sources and calendar connections have their own controls; do not follow obsolete project-wide instructions.

03

Review automatic results

Check that relevant content was detected and that useful non-sensitive context remains. AI detection can miss data or over-redact it.

04

Apply supported manual redaction

With Full or Can edit project access, select the sensitive text in the transcript and choose Redact from the action menu. In the modal, choose the video and audio/transcript protections needed, then press Redact. Review the exact interval; redaction ranges cannot overlap.

05

Wait and inspect

Confirm processing completed and replay the affected interval. Check the output as a recipient would see it.

06

Check reused references

Redactions also apply to the relevant project highlights and their references in workspace docs. Inspect those reused excerpts after processing to confirm that the protected output preserves enough context, then verify access before sharing.

Common mistakes

Old settings path reused

Current controls depend on how data enters. Follow the current documentation.

Transcript-only assumption

Sensitive information may remain in audio or video.

Processing ignored

The protected result may not yet be visible.

Tips

Test with synthetic sensitive values.

Review both missed and excessive redactions.

Check previously reused highlight references.

Sources and verification

Based on product documentation checked on 2026-10-24. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

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