Effective document redaction goes beyond simply hiding text. It ensures sensitive information is permanently removed and unrecoverable. Here are the key best practices:

• Use a professional redaction software instead of manual methods like drawing boxes or highlights.

• Automate your redaction process using CaseGuard to reduce human error. AI tools can detect and redact PII, PHI, and other confidential data quickly.

• Redact across all content layers, including scanned text, metadata, and more.

• Review redactions before exporting to ensure nothing was missed or mistakenly removed.

• Maintain audit trails for compliance and accountability.

Common types of information that should be redacted from documents include:

• Personally Identifiable Information (PII): Names, SSNs, addresses, emails, phone numbers, emails, and more

• Protected Health Information (PHI): medical records, diagnoses, treatment details, and insurance data

• Financial Data: Bank account numbers, credit card details, income, tax information

• Legal and Investigative Information: Case numbers, witness names, victim information, and attorney client communications

• Metadata and Hidden Content

Yes. CaseGuard’s bulk redaction feature lets you redact multiple documents at the same time, automatically detecting and removing sensitive information like names, emails, phone numbers, and more. You can upload thousands of documents, apply your redaction settings, and process them all in just a few clicks. This saves times, ensures consistency, and eliminates the need to manually redact each file individually.

Yes. CaseGuard is designed to handle sensitive documents, including medical and financial records. It can automatically detect and redact Protected Health Information (PHI), such as patient names, diagnoses, and insurance details, as well as financial data like bank account numbers, income, and tax information. With support for scanned files, handwritten notes, and structured forms, CaseGuard helps organizations meet compliance requirements like HIPAA while protecting confidential data.

CaseGuard uses AI-powered automation to detect and redact more than 30 categories of PII including names, emails, phone numbers, addresses, images, and more from any document file type. Simple upload your files, select what to redact (PII, PHI, etc.) and let AI handle the rest.

Yes. CaseGuard supports redaction for Microsoft Word (.docx) and Excel (.xlsx) files. You can automatically detect and remove sensitive data – such as names, emails, phone numbers, and financial details – across text, tables, and more. The platform supports over 750 file types such as PDFs, emails, scanned documents, and handwritten forms, so you can handle all your redaction needs in one place.

Whether you’re redacting a single document or an entire batch, CaseGuard makes it easy to protect confidential information in commonly used file formats.

You can reach us by filling out the contact form on our website, emailing [email protected], or calling +1 (855) 255-9955. Whether you’re looking for a demo, pricing information, or have questions about your redaction needs, our team is here to help.