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Playbook 12 min Intermediate

Set up a Redact agent for GDPR redaction

Set up automatic redaction of sensitive data — from the Redact agent and detection patterns to a controlled batch run. GDPR-compliant sharing without manual rework.

What you will set up

  • Create a Redact agent and choose a scenario
  • Define detection patterns for personal data
  • Start batch processing and approve the results

Prerequisites

  • PaperOffice account with access to Document AI agents
  • Workspace containing the documents to be redacted

The Redact agent detects personal and sensitive content in documents and redacts it automatically in the PDF — suitable for GDPR and compliance requirements, for example when sharing with third parties or for long-term archives.

Prepare workspace and documents

Choose the workspace and document types to be anonymized. Check the storage location and permissions — the agent works on the contents of the selected workspace.

Create the Redact agent

Open Document AI → Agents and create a new agent of type Redact. Give the agent a descriptive name so that later batch runs remain clearly attributable.

Choose scenario and detection patterns

Select the redaction scenario that fits your use case and define the detection patterns — for example persons and names, addresses, account and ID numbers. Only active patterns will be detected and redacted later.

Configure the output

Define how redacted areas are rendered in the PDF and in which form the result is produced. These settings apply uniformly to all documents in the run.

Test run with samples

First run the agent on a few documents. Check the samples in Document Edit: are all sensitive areas covered? If a pattern is missing, add it to the agent and repeat the test.

Start the batch and approve

Once the test is clean, start batch processing across the desired documents. Check samples again afterwards, and only then approve or export the redacted documents.

Automate

Combine the Redact agent with document types and storage mounts so new uploads are protected automatically — new documents then pass through redaction without a manual trigger.

Where would you like to try PaperOffice?

Workspace and Playground are built for the computer. Grids, batch processing, and the API Playground need a wide screen and a keyboard.

Workspace on the computer. On the phone: capture and approve.

Send to yourself by email Open PaperOffice Mobile
Register free Open app PaperOffice App The full product: web, desktop, and mobile. Capture, organize, search, and work on documents with your team. Free account required Open playground Playground Try selected functions immediately — without registration, using a restricted demo API key. A restricted demo API key