How To: Watcher Template Redaction for Documents | CaseGuard Studio
In today’s video, we will be going over how to perform Template PDF Redaction with the Watcher. The Watcher feature monitors a specified folder so that when files are added to it, the redaction function applied to that Watcher is performed on the files automatically. This is a great way to save time when using CaseGuard Studio for document redaction.
First, pin the Watcher Panel.
Next, select the “Add Folder to Watch” icon at the bottom of the Watcher Panel.
Here you can name your Watcher; we recommend always using descriptive names so you know which Watcher does what operation.
Use the “Browse” button to choose an input folder where you will place the documents you want redacted.
Use the “Browse” button this time to select an output folder where CaseGuard Studio will place the redacted copies of the documents when it is done performing the redaction operation.
Please note that the input and output folders can also be on the cloud, like an S3 bucket or the local network.
If you want the option to review the redactions placed for editing purposes, click the “Keep History Files for Manual Review” button.
Then select “Redact Document” from the “Operation” drop-down menu.
Next, click “Add.”
Select “Perform Template PDF Redaction.”
This is useful when you have standardized forms in need of redaction, where the sensitive information is in the same place on every document.
From the drop-down menu, you can choose to use an existing redaction Template.
Once you have made your selections, hit “Apply.”
Hit “Save,” and in the Watcher Panel on the right side of your Workspace, the Watcher will appear.
Use the “Open Input Folder” and “Open Output Folder” icons to see the Watcher redact in real time.
Add the documents you want to redact to the input folder; in the Watcher Panel, you will see the software acknowledge that there are now four files in the input folder and begin the redaction process.
It is important to note that you can copy and paste a whole folder of documents into the input folder and when they are fully redacted, a folder with the same name will be created to contain them in the Watcher output folder.
As the documents are redacted, the original files are moved to the Processed folder.
In the Watcher output folder, you will see the fully redacted copies of the files added to the input folder.
Once created, Watchers can be used repeatedly to perform redactions. Whether it’s a day, month, or year after it was created - if you drag new files into the input folder, CaseGuard will automatically begin the assigned redaction process. Like so.
And of course, there is no limit to how many Watchers you can have; you just need to click on “Add Folder to Watch” and go through the same steps to add another Watcher that can perform different operations like redacting cars & people from videos, transcribing and translating audio files, or converting documents to PDF format.
Happy Redacting!
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