How to Redact Documents in Bulk

Overview

Our Bulk Document Redaction function enhances the efficiency of document redaction. It allows you to utilize various document features such as OCR, Find and Redact, AI Text Analysis, Anonymization, Template, AI Image Analysis, and Watermark in bulk, streamlining the entire process. Below, you will gain an understanding of each individual document feature we offer, and how all of them can be easily selected for bulk processing.

Follow the Steps to Add or Apply Operations within Bulk Processing!

• Click the “Bulk Processing” icon  in the Shortcuts Bar at the top of the screen. The Bulk Processing window will appear.
• Click on the “Operations” dropdown and select “Redact Document” from the list.
• Click “Add Files” and the file explorer will pop up. Select the documents you would like to add to the bulk process. Note: there is no limit to the number of documents you add.
• Click “Open” to add the files you would like to redact or edit.
• Click on “Redact Document Settings.” A Redact Document checklist will pop up where you can select one or more of the seven operations in CaseGuard.
• Select the operation(s) you would like to apply to your documents:
  • Anonymize Documents: Create randomized file names.
  • Perform Optical Character Recognition (OCR): Convert scanned documents into a machine-readable text format.
  • Perform Find & Redact: Search and Redact specific words, phrases, patterns, and PII.
  • Perform AI Text Analysis: Automatically redact PII.
  • Perform AI Image Analysis: Automatically redact images in all documents.
  • Perform Template PDF Redaction: Redact information in a specific location throughout all the documents.
  • Add Watermark: Apply a watermark to all documents.
• Click “Apply.”
• Select the “When checked, the system will apply the results for each individual file” checkbox to export files automatically once they are done with bulk processing. Leave it unchecked if you wish to review your redactions before Exporting.
• Click “Start” in the bottom right corner of the Bulk Processing pop-up to begin redacting in Bulk.
• Now, the CaseGuard Scheduled Tasks window will appear. Each document added to the Bulk Redaction window will be processed, and their progress will be displayed in the CaseGuard Scheduled Tasks window.
• Once the Files finish processing, you can locate them in the Project Files panel in the top-right corner of CaseGuard Studio.

Let’s see it in Action!