How to Setup Find & Redact in The Watcher

Find & Redact is an advanced function in CaseGuard Studio, operating to enhance the workflow for users looking to quickly redact specific Personal Identifiable Information (PII) in their documents. Within the Watcher, it is possible to redact any Personal Identifiable Information (PII) from a large range of documents instantly!

It is important to first set up the Watcher by selecting the Find & Redact option and adding your list of Personal Identifiable Information (PII) you would like for the software to detect and then redact. Once the desired list is created and assigned to the Watcher, you can add all your documents to the Watcher. Initiating the Watcher will automatically analyze, redact, and export your documents in a new folder. Imagine thousands of documents redacted with minimal manual work.

For users looking to redact specific PII such as phone numbers, emails, and a particular name from 800 PST files (emails), the Watcher’s Find and Redact proves to be a valuable function. This functionality alone has saved CaseGuard’s clients hours’ worth of manual work on documents containing evidence and other private data.

To further assist visual learners, here is a helpful training video, guiding you through the setup process for Find & Redact in The Watcher.

Follow the steps to Redact Documents using Find & Redact in Watcher!

• Click the “Watcher” tab on the right side of the screen. Click to pin the Watcher tab.
• Click the Add Folder to Watch icon   to set up the Watcher.

• The CaseGuard Watcher window will pop up.
• Add a Watcher Name.
• Click “Browse” to add a folder to watch. This is the folder where all documents that need to be redacted will be input.
• Click “Browse” to add an Output folder. This folder will contain all exported files after the Watcher processes and redacts the documents from the Watch folder.
• To save history files of your operations in your Output folder, Select the “Keep history files for manual review” checkbox.
• In the Operation dropdown, select “Redact Document.”

• Once the Watcher is set up,  click “Add” and select the “Perform Find & Redact” checkbox.

• Select a previously made Analytics List from the dropdown. Additionally, you can create a new one by clicking the “create a new one.”
• Click “Apply” and then “Save.”
• Your Watcher should now appear in the Watcher panel.

• Under the Watcher progress bar, you have the option to open the settings , delete , or pause  the Watcher.
  • The settings icon will open up the Watcher window.
  • Delete  will completely delete the selected Watcher.
  • Pause will pause the Watcher operation.
• The process will begin automatically if your files are already in the watch folder, otherwise, click the “Open Input Folder” icon and insert the files you wish to be processed.
• Once complete, your files will have the desired text redacted and they will be exported to your output folder. You can access your output folder by clicking “Open Output Folder” in the Watcher.

Let’s see it in Action!