How to Create a Custom Search List for Document Redaction in CaseGuard Studio
CaseGuard Studio’s Search List feature is a powerful tool that enables users to efficiently redact specific words or categories of personally identifiable information (PII) from documents. This is particularly helpful when you need to repeatedly redact the same terms or PII patterns across multiple files. By creating and saving custom search lists, you can streamline your redaction workflow and ensure consistency across projects.
Step-by-Step Guide: Creating a Custom Search List
- Open CaseGuard Studio
Launch CaseGuard Studio on your computer.
- Access Your Document Project
Open a project that contains a document where you want to apply your custom search list.
- Navigate to the Search Panel
In the top-left toolbar, click on “Search” to access the search tools.
- Open the Search List Menu
In the left-side panel, expand the “Search List” dropdown. Here, you’ll see the default search lists provided by CaseGuard Studio.
- Create a New Search List
Click the plus (+) button on the right to create a new custom search list.
- Name and Describe Your Search List
Provide a name for your search list. You may also include an optional description for better organization.
- Add Entries to Your Search List
You can either:
- Add entries manually, or
- Import entries from a
.txt, .csv, or .xml file.
For this example, we’ll manually add entries.
- In the “Word(s) to Find” field, enter the specific word or phrase you wish to redact.
- Choose whether to match the word as a whole word, apply case sensitivity, or use wildcards.
- Optionally, assign a PII category and a redaction reason for each entry.
- Click “Save and Add New” to add the word to your list.
- Add Pattern-Based Entries (Optional)
To include patterns that detect broader PII types (e.g., Social Security Numbers, phone numbers):
- Click on the “Pattern” tab at the top of the window.
- Select a predefined pattern from the list.
- Click “Save and Add New” to include it in your search list.
- Finalize Your Search List
Once you’ve added all the desired terms and patterns, click “Continue” in the bottom-right corner to save your search list.
- Apply the Search List
After finalizing, you can apply your search list to the document. CaseGuard Studio will then scan the file and display all matches in the Activity Panel for further review and redaction.
Conclusion
Creating and using custom search lists in CaseGuard Studio allows for efficient, repeatable, and accurate document redaction. Whether you’re handling legal files, public records, or internal reports, this feature ensures that sensitive information is consistently identified and redacted. Leveraging this tool—especially in combination with CaseGuard’s pattern detection—can significantly enhance your redaction workflows and data protection practices.