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.
- Note:If your system is unable to highlight or search words or phrases, you may need to OCR process your document(s) before redacting to guarantee the system is properly reading your document.
Follow the steps to search and manage text in your documents:
Utilizing Search Panel
Navigate to the left side of your CaseGuard and you’ll see the search panel.
Search Text
Enter a word or phrase in the “search text” box to search for instances of the word or phrase.
If you click the three dots, you can activate whole word, case sensitive, or wildcard to filter your results.
Search List
Use this dropdown to select a Search List to search for multiple predefined words or phrases and apply the configured effects to the matching text.
Effect
Select the action you want CaseGuard to perform on the matching text. Available options include Redact, Replace, Highlight, and Unredact.
Reasons
Select a redaction reason to associate with the redacted text. This can help identify why specific information was redacted.
Type
Select the type of redaction to apply. Standard applies a redaction to the matching text, while Full redacts the entire page containing the matching text.
Redacting Text Directly from the Document
Users can also redact text directly from the document by highlighting it.
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Highlight the word or phrase in the document.
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Right-click the highlighted text.
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Select one of the following options:
After reviewing your redactions, click the Export button at the top right of CaseGuard and your exported file will show up in the project files panel.
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.