CaseGuard Resources

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 [...]

Overview The Watcher is an advanced, automated AI tool that automatically observes, detects, redacts, and exports your documents, without manual input! For teams that need to perform high-volume document redaction, the Watcher provides a fast, scalable way to automate entire batches of files using AI.  This tool works especially well for users who frequently process [...]

The Watcher’s Convert Files operation automatically converts any file into PDF automatically. Once the Watcher’s operation is set up to “Convert Files to PDF,” there is no limit to the number of documents that can be added within the Watcher to be converted. Everything happens automatically, without any manual work. How does it work? The [...]

Overview In CaseGuard Studio, users can build a list of information they would like redacted from their document files. In some cases, you might not need to redact all names but instead, you have a list of names that you need redacted, or you want to redact something that follows a pattern such as phone [...]

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 [...]

Overview Optical Character Recognition (OCR) is an essential step in preparing scanned or handwritten PDFs for document redaction. When a file isn’t machine readable, CaseGuard’s OCR engine converts it into fully searchable and editable text, making OCR redaction fast, accurate, and compatible. When should you OCR a document? You should OCR your file (or at [...]