Category Templates

Redactable's Category Templates feature offers a way to turn your most commonly redacted sets of sensitive data into reusable templates. If you have multiple similar documents to redact, this feature can save you a significant amount of time.

Why It Matters

Category Templates help speed up the automated redaction process even more by allowing you to reuse sets of redacted data in your documents.

With the Redactable’s Category Templates feature, you can:

• Improve efficiency: Eliminate the need for repetitive redaction tasks with reusable templates you can apply to any document with one click.
• Reduce errors: Predefined templates help ensure important data categories aren’t overlooked during the redaction process.
• Customize workflows: Customize templates for specific redaction needs in various industries like legal, healthcare, and finance. This make compliance and confidentiality easier to maintain.

Redactable’s flexible templates are fully customizable, ensuring your workflow fits your organization’s unique needs.

Using Redactable’s Category Templates

To start using Category Templates with your Redactable account, follow the steps outlined below:

Creating a Redaction Template

1. Navigate to the “Categories” tab within Redactable.

        2. Click the “+” icon to add a new template.

        3. Name the template and select the redaction categories you wish to include (e.g., personal identifiers, confidential terms). 

        4. Once you’ve chosen the categories, click the “Save Category Template” button to create the template for future use.

   5. Now that you’ve saved your category template, hit the “Search” button to locate the items in your category template you wish to redact from the document.

        6. Select the items you wish to redact, or click the “Select All Items” button to redact all the items in your category template.

        7. Redact the items you selected by clicking on the purple “Redact” button.

        8. Select the “Redaction Preview” button to preview the redactions that will be made to the finalized document.

        9. Click the “Finalize Redaction” button in the top right corner.

        10. Download your document into a PDF file by selecting the “Download File” button. You will see your finalized redactions after entering the PDF file.

        11. Here is an example of what the finalized PDF will look like after clicking the “Download File” button.

Editing an Existing Template

        12. In the Categories section, locate the template you want to modify.

        13. Click “Edit” and make changes to the template name or redaction categories.

          14. Save the updated template, and it will be available immediately.

Deleting a Template

15. Select the template you no longer need from the "Categories" section.

16. Click “Delete”, and confirm the action to permanently remove the template.

Managing Multiple Templates

        17. Use the Categories section to view all of your templates at a glance.

        18. From here, you can edit, delete, or apply templates to new documents, streamlining your redaction process beyond the document you created the initial category template.

If you have additional questions or need help, please contact us at [email protected].

Tip: For detailed instructions on how to use the Categories feature, click here.