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Tools - Project Settings - Redact Incoming Messages

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Tools - Project Settings - How to Redact Incoming Messages

Note: Project Settings is only available to you if you have Account Admin permission.

  1. Finding Project Settings
  2. Settings for Your Project - Redacting Incoming Messages
  3. Selecting 'Yes'
  4. Selecting 'No'

 

 

1. Finding Project Settings

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 1: Finding Project Settings
 
screenshot_-_project_settings.png
 
  1. Tools: You can find "Project Settings" on the Tools dropdown menu.

 

 

2. Settings for Your Project - Redacting Incoming Messages

The numbered items in Image 2 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 2: Settings for Your Project - Redacting Incoming Messages
 
project settings - redact incoming messages 2.png
 
  1. Redact Incoming Messages: Once you are on the Project Settings page, select 'Redact Incoming Messages' on the Project Settings list.

 

 

3. Selecting 'Yes'

The numbered items in Image 3 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 3: Selecting 'Yes'
 
if selecting 'yes'.png
 
  1. Confirmation Window: When you select 'Yes' in the dropdown, a confirmation window will pop up at the top of the screen that explains what will happen when 'Yes' is selected. It's important to note that Surveys and Appointment Reminders will not work correctly if 'Redact Incoming Messages' is enabled since no incoming messages will be received. DO NOT enable this feature if you are using Surveys or Appointment Reminders in your project
    Please remember to select ‘Save’ at the bottom of the Project Settings page after you select 'Okay' or 'Cancel' in the confirmation window.

 

 

4. Selecting 'No'

The numbered items in Image 4 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 4: Selecting 'No'
 
if selecting 'no'.png
 
  1. Confirmation Window: When you select 'No' in the dropdown, a confirmation window will pop up at the top of the screen that explains what will happen when 'No' is selected. Please remember to select ‘Save’ at the bottom of the Project Settings page after you select 'Okay' or 'Cancel' in the confirmation window.
    Note: All messages that are redacted will continue to be redacted even if you change your selection to 'No' to resume incoming messages.

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