How to Perform Pattern Redaction (using Regex) on any Text in Documents

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How to manually redact Personally Identifiable Information (PII) from PDFs

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Pattern Redaction Feature in CaseGuard Studio

Overview

In this video, learn about the “Pattern Redaction” feature offered by CaseGuard for document redaction.

Steps to Use Pattern Redaction

1. Access the Panel:
   • Select the Pattern Redaction icon to open its panel.
2. Select a PII Pattern:
   • Use the dropdown menu to choose the Personal Identifiable Information (PII) pattern you wish to redact. Options include emails, phone numbers, SSNs, zip codes, dates, banking account numbers, URLs, credit card information, and more.
3. Redact Occurrences:
   • Choose to redact a specific occurrence or all occurrences of the selected pattern.
4. Add a Redaction Reason:
   • Specify a reason for redacting this information, which will appear in your CaseGuard reports.
5. Apply and Export:
   • Apply your redactions, export the document, and review the final results.

Notable Tips

• Color Coding:
  • Categorize your redactions by applying different colors to each type.
• Redaction Reason:
  • Assign a reason to any or all redactions for documentation purposes.
• Duplicate Redactions:
  • Duplicate any redaction throughout the entire document to consistently redact text or logos appearing in the same location.
• Removing Redactions:
  • Use the panel to remove redactions one by one with the pencil icon or select “Delete All” to remove all at once.
• Adding Custom Patterns/Regular Expressions:
  • Create specific names for your patterns and use “other” options if existing categories don’t match your pattern. These custom patterns can be used on any documents added to this project.