> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Anonymize

> Turn a finished document into a reusable template. Sensitive values are replaced with placeholders as tracked changes, so you review exactly what was redacted.

Your best templates are usually hiding inside documents you have already drafted for a client. **Anonymize** takes one of those documents and produces a template from it, replacing names, identity numbers, addresses, amounts and other identifying values with placeholders.

The original is never modified. The result is a **new** document, and every replacement arrives as a [tracked change](/documents/tracked-changes) that you accept or reject.

## Run it

<Steps>
  <Step title="Choose the document">
    The source can be a stored file or an editor document, from any vault you have access to.
  </Step>

  <Step title="Start Anonymize">
    Choose **Workflows → Anonymize** in the composer of a project conversation, and name the document. You can give the new template a title.
  </Step>

  <Step title="Follow the workflow card">
    The card shows four steps.
  </Step>
</Steps>

| Step                         | What is happening                                                                                                                        |
| :--------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------- |
| **Loading the document**     | The document is read from its vault                                                                                                      |
| **Finding sensitive values** | The document is examined section by section, so length is not a limit                                                                    |
| **Assigning placeholders**   | Mentions of the same real-world person, company or property are merged so each gets **one** placeholder, in the language of the document |
| **Applying tracked changes** | A new editor document is created in the project's vault, seeded with the original text, and each replacement is added as a suggestion    |

When it finishes, the card summarises the work, for example *"14 values anonymized · 52 suggested changes"*, and offers **Open document**.

## Review the result

Open the new document and go through the suggestions. Each one shows the original value struck through and the placeholder inserted.

* **Accept** a suggestion to redact the value.
* **Reject** it to keep the original text, for instance the name of a public registry, which identifies nobody.
* Look for anything the workflow **missed**, and replace it by hand. Indirect identifiers deserve attention: a job title together with a small town can identify a person as surely as a name.

<Warning>
  Anonymize is a drafting aid, not a guarantee of anonymisation in the data-protection sense. A person must review the result before the template is shared or reused. Check headers, footers, tables and any embedded images, which can carry identifying details of their own.
</Warning>

## Why tracked changes

Landing the redactions as suggestions rather than silently rewriting the text gives you three things: you can see every decision the workflow made, you can overrule any of them individually, and the document's history keeps a record of what was changed and by whom.

## Use the template

Once you have accepted the changes, the document is a template that [Populate](/workflows/populate) can fill. Because each real-world entity received a single, consistent placeholder, Populate resolves each of them once and fills every occurrence.

<Tip>
  Anonymize a few good examples of the same kind of document and compare the results. The clauses they share are your house template. The clauses that differ are the options you may want to keep as alternatives.
</Tip>