By Alan Wheat, Senior Product Manager.
pdfDocs users can now choose from new pattern searches for currency types and BSB (Australian bank identification code) and account numbers (6,7 and 9 digits).
Selecting ‘Currency’ from the pattern menu will initiate a text search for all currencies prefixed with £, ¥, $, or €. Administrators can edit the XML to broaden this to other user-defined currencies.
Selecting ‘BSB’ will initiate a search for all BSB numbers, using the syntax 123-456. Administrators can edit the XML to broaden this to other user-defined options, like the UK equivalent of ‘Sort Code’ with a syntax of 12-34-56.
Also new in pdfDocs is the ability to create custom pattern searches via user-defined regular expression (regex) string-search algorithms.
Custom regex text searches
Organizations that need to search for unique patterns beyond the default options can create their own searches using custom regex in the pdfDocs XML file.
For example, staff may need to search for Tracking IDs that are a mixture of numbers and letters but always 11 characters in length. Or, protocols, like ‘https://,’ and IP addresses.
Administrators can set these options in the pattern search dropdown menu by adding the regex string to pdfDocs’ XML file. Sites like regex101.com can help you build out the right string for each search.
Helping users to quickly locate each instance of a pattern speeds up the task of updating or removing it. It also makes searches more accurate, since it’s easy to miss something when manually reviewing hundreds of similar documents.
Start using custom pattern searches for speedy redaction
Pattern searches offer a fast way to locate specific strings of text, like currencies, and bank account numbers, which often need to be redacted for legal or confidentiality reasons.
Conducting a pattern search to locate personal or confidential information makes it easier to apply redactions before documents are published or shared.
Once the search has found all instances of the word, phrase, or pattern selected, you have the option to redact them all or to pick and choose. Redaction in pdfDocs is failsafe and permanent. The reader can’t uncover the redacted content.
Create your own regex searches
All the information you need to create custom pattern searches via regex is in the pdfDocs Administrator Guide. Log in to the Resource Portal to download the latest version.