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How to: Set Up a Search List in the Watcher

March 14, 2023 | 2 minutes read
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The Search List feature in CaseGuard Studio makes it easy to quickly identify and remove Personal Identifiable Information (PII) from documents. Using the Watcher, you can automate the detection and redaction of sensitive data, such as names, emails, and phone numbers, across multiple files without manual effort.

Once the Watcher is configured with your desired Search List, it can process all relevant documents automatically, saving time and ensuring that confidential information is securely redacted and exported to a designated Output folder.

Follow the steps to Redact Documents using Find & Redact in Watcher!

On the left-side menu, click the Tools tab. Then, open the drop-down menu and select Watcher. Once the Watcher window opens, click Add Watcher icon to set up the Watcher.

Watcher app window with empty list; shows 'No Watcher Present' and a bright 'Add Watcher' button in the center, plus a search bar on top and 'Add New' at top-right.

When the CaseGuard Watcher window appears, enter a Watcher Name.

Click “Browse” to add a folder to watch. This is the folder where all documents that need to be redacted will be input.

Click “Browse” to add an Output folder. This folder will contain all exported files after the Watcher processes and redacts the documents from the Watch folder.

Click “Next.“

Settings window for Watcher app showing Watcher Output Settings with two labeled fields: 'Folder to Watch' and 'Output Folder', each with a Browse button (dark theme). Also a bottom error banner reads: 'Watcher Input Folder: Folder path cannot be empty.' The Back and Next buttons are at the bottom-right.

A Watcher window will appear, select Document for the operation you would like your Watcher to perform.

Dashboard tile grid with tools: Video, Audio, Image, Document (selected), and Text; Document tile outlined in red to show selection

Select “ Search List “ to apply to your Watcher and click “Next.”

Dark-themed Watcher - Documents UI showing a grid of feature tiles (AI Search, AI Image, Anonymize Documents, Watermark, OCR, Template, Convert To PDF) with the 'Search List' tile highlighted and Apply button at bottom-right.

The “Search” window will appear. Select a previously made Search List from the dropdown. Additionally, you can create a new one by clicking the “Plus Icon.“

Screenshot of a Watcher - Search dialog: choose a search list, add new list, run analysis on all pages, with page range option available; navigation buttons Back/Next/Apply visible at bottom.

Click “Next” and a Summary window will appear, here you can edit your selection.

Watcher settings window showing Document Operations with 'Search: Court Records' and an Edit button; under Watcher Settings, fields for Watcher Name, Input Folder path, Output Folder path, a 'Move files without PII...' checkbox, and Back/Apply buttons; progress dots at bottom.

Once satisfied with your Watcher click “Apply” and your Watcher will appear in the Watcher Panel.

Watcher app window showing a single watch task: folders C:Users...Documents and C:Extraction, progress 0/0, job type 'Search List', with action icons on the right.

Under the Watcher progress bar, you have the option to open the settings , delete Delete icon, or pause pause the Watcher.

    • The settings icon will open up the Watcher window.
    • Delete Delete icon will completely delete the selected Watcher.
    • Pause pause will pause the Watcher operation.

Once complete, your files will have the desired text redacted and they will be exported to your output folder. 

Conclusion

Using Search list with the CaseGuard Watcher allows you to efficiently and securely remove Personal Identifiable Information (PII) from large batches of documents with minimal manual effort. Once configured, the Watcher automatically processes your files, applies the selected Search List, and exports the redacted documents to your designated Output folder.

This functionality streamlines workflows, saves time, and ensures sensitive information is handled accurately across multiple files. For any questions or assistance, contact CaseGuard Support at [email protected].