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
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 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.