How to redact documents using template redaction in bulk


How to redact documents using template redaction in bulk


The Template Document Redaction function within Bulk Processing allows users to redact information in a target location throughout unlimited documents- using a pre-defined template. The key to performing Template Documents Redaction is to redact words or phrases in a specific location throughout large number of documents.

The Template Redaction feature in Bulk Processing is particularly useful for forms or reports that have a consistent format, such as Medical forms. Users would redact Personally Identifiable Information (PII) such as “Name,” “Emails,” and “Phone numbers” from one form. By applying redaction to one Medical form and saving it as a template, users can apply this “Medical form template” using the Bulk PDF Redaction on thousands of the same medical forms with minimal manual work.

This saves time and ensures that the redactions are consistent and accurate across all documents. Additionally that template is saved forever- to be used again on Medical forms with the same format.

Follow the steps to Redact Documents using Template PDF Redaction

  • Open CaseGuard Studio on your machine. You can create a new project, open an existing project, or select “Bulk Redaction” from the Get Started Window to begin.
  • Select the Bulk Processing Redact an unlimited number of files with bulk processing.  icon from the Shortcuts Bar.
  • Select “Documents” from the menu.


  • Select “Next,” and you will be presented with various processes that can be performed on documents in bulk, including optical character recognition (OCR), AI image analysis, and template redaction.
  • Select “Template.”


  • Select a previously made Template.
    • If you do not have a template already created you will need to create one before using the bulk template feature. To create a template follow the steps here.
  • Click “Next


  • Click “Next” and begin to add your files to CaseGuard Studio. There is no limit to the number of files that can be added to Bulk Processing, making it the perfect tool for efficiently accomplishing large tasks.


  • Click “Start” in the bottom-right corner of the Bulk Processing window to begin processing files.
  • The CaseGuard Scheduled Tasks window will appear. Each document added to the Bulk Redaction window will be processed, and their progress will be displayed.
  • Files processed will then be added to the Project Files panel in the upper-right corner of the screen.