UploadReviewRedactVaultSecure link
Get from raw file to controlled redacted output
This is the launch onboarding flow for DeletePII. Use it as the canonical path for demos, customer onboarding, and internal QA.
1
Open the DeletePII workspace
Start in the main workspace and upload one or many files, or paste text directly for fast testing. Supported workflows include text review, AI-assisted candidate generation, OCR preview, and page-aware rendering.
2
Choose or apply a saved policy
Use saved policies to standardize presets, default actions, custom regex rules, dictionary terms, and analyst notes. Organization-shared policies should be used for team consistency.
3
Run detection and AI review
Run deterministic detection first, then AI review to surface additional contextual candidates. For scanned PDFs and images, use OCR preview to inspect page-level matches before final rendering.
4
Review findings and render behavior
Adjust actions per finding and, for supported rendered artifacts, set whether a match should be burned in, outlined for review, or ignored.
5
Produce the final output
Download locally, save to Vault, or send a secure-link email. Use the audit run page to verify OCR metadata, export metadata, and artifact linkage.
6
Use trust pages during customer review
For launch, pair product demos with the Security, Compliance, Subprocessors, DPA, and HIPAA-Ready pages so customers can evaluate workflow fit and deployment posture.
Recommended demo flow
- Upload a scanned PDF or image with visible sensitive text.
- Run Detect, then AI Review.
- Open OCR boxes and confirm page-aware matches.
- Normalize findings.
- Render the real artifact.
- Save it to Vault.
- Open the audit run and preview the artifact.
- Email a secure link to prove delivery flow.