How to: Redact Documents Using Template Redaction

Overview

Within CaseGuard, you can redact an endless number of documents with a similar format by using Template Redaction. Use the Manual Document tool to first redact a document, then save that document as a template from the left toolbar. This template can now be used indefinitely on any future document that follows the same format.

The Template Redaction feature 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 using the Manual Document tool. By applying redactions to one Medical form and saving it as a template, we can apply this “Medical form template” using the Template tool on thousands of the same medical forms with minimal manual work.

The Template tool can:

• Create a template for a streamlined redaction process
• Manage previously created templates
• Apply multiple templates to any document

Follow the steps to Create a Template

• After creating your project in CaseGuard and uploading the document you want to use as a template, begin by applying redactions based on your use case. For this example, we will demonstrate redacting a header and footer.

• Once you have manually drawn the necessary redactions, navigate to the sidebar (as shown in the screenshot below) and select Templates, then choose Save as Template.

• A new window will appear prompting you to enter a template name and specify whether the template should be applied to all pages or only specific pages. Select the option that best fits your needs.
• After confirming your selections, click Save and close the window. Your template is now successfully created.

Manage your Templates

• Click  Template in the left Toolbar and then click “PDF Templates.” A Manage PDF Templates pop-up will appear.

• Within the Window:
  • Search for your saved templates using the search bar at the top. The number displayed in the search bar is the total number of templates saved within CaseGuard Studio.
  • Apply one of your Templates by clicking Apply Template. This will bring up the Apply PDF Template window where you can preview and apply your template.
  • Click Delete  to remove a Template.
    • Note: You will not be able to undo this action.

Apply a Template

• Click Template in the left Toolbar and click Apply Template. A new window will appear, here you can select the Template you wan to apply  
  • You can also reach the same popup by clicking inside the Manage PDF Templates pop-up.

• Click the “Select a Template” dropdown and choose the template you would like to use.

• Under “Apply Template On,” select whether to apply it to All Pages or Selected Pages, depending on your needs.

• Once you’ve completed the redaction process, click Export from the Shortcuts Bar or the Task List Panel to process the file.

Conclusion

The Template Redaction feature in CaseGuard streamlines repetitive redaction tasks by allowing you to create reusable templates from previously redacted documents. By applying a template to documents with the same structure, you can significantly reduce manual effort, improve consistency, and save time across large-scale projects. Whether you’re working with forms, reports, or standardized files, templates ensure an efficient and reliable redaction workflow every time.

If you have any questions or need assistance, please contact Support at [email protected].