How to: Search & Redact in a Document in CaseGuard Studio

Overview

The Search feature in CaseGuard Studio allows users to locate specific words or phrases within a document and apply actions such as Redact, Replace, Highlight, or Unredact. This feature is useful when you already know the exact text that appears in a document and want to quickly locate and manage it without manually reviewing every page.

For example, if a name, phrase, email, or phone number appears multiple times in a document, you can search for it and apply the desired action to individual instances or to all results at once. This eliminates the need to manually scan through the document or run an analysis to locate known text.

If your system is unable to highlight or search words or phrases, you may need to OCR process your document(s) before reacting to guarantee the system is properly reading your document.

Follow the steps to search and manage text in your documents

1. Click the Search icon from the left Toolbar.

   

2. The Search panel will appear on the left side of the screen.

3. In the Search Text field, type the word or phrase you want to locate in the document.

4. Now, use the “Find Previous” or “Find Next” to go through each time the search result appeared in the document and click to “Redact” each word one by one or  “Redact All” to redact all of the results.

   • Then click the Options icon to filter your search by “Whole Word”, “Case Sensitive“, or “Wild Cards“
     • When Match Whole Word is selected, only the exact searched word(s) will show.
     • With Case Sensitive selected only word(s) that match the capitalization of the word typed in the Search field will be found 
     • Wild Cards

5. Choose the action you would like to apply from the Effect dropdown:

   

   • Redact

   • Replace

   • Highlight

   • Unredact

6. Select a Fill color if you are applying a redaction or highlight.

7. Select a Reason from the dropdown menu or create a new reason if needed.

8. In the Type dropdown menu, select Standard to only redact the selected word, or select Full to redact the whole page

9. Click Redact to apply the action to the currently selected detection, or click Redact All to apply it to all detections found in the document.

Redacting Text Directly from the Document

Users can also redact text directly from the document by highlighting it.

1. Highlight the word or phrase in the document.

2. Right-click the highlighted text.

   

3. Select one of the following options:

   • Redact Highlighted

   • Redact in Page

   • Redact in Page Range

   • Redact in Document

   • Add to List (to add the text to a Search List for future use)

After reviewing your redactions, click Export at the top right.

Conclusion

The Search feature provides a fast and flexible way to locate and manage specific text within documents. Whether redacting sensitive information, replacing text, highlighting important terms, or adding entries to a Search List, users can efficiently control how text is handled throughout a document. Using the Search panel together with right-click redaction options helps streamline the document review process and apply consistent redactions across files.