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Included in Better

Policy Profiles

Policy Profiles standardize how repeatable document jobs run across teams, batches, and compliance gates.

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ToolboxBrowse the capability directoryWorkflowStorage governanceAPIRoutes, scopes, and recipesProofRedaction verification

Problem

Sensitive PDFs can contain visible secrets, hidden data, active content, weak permissions, or signatures that need validation.

Use

Apply protection controls or inspect trust state, then retain evidence for the release decision.

Evidence plan

What this unlocks

  • Versioned, reusable pipeline-step presets executed via the pipeline runner
  • Run from the document workspace once signed in
  • Better package access keeps the path explicit

Workflow

Explore the workflow
Simple pathForm W-9

Quick OCR and field check

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

  1. 1Upload the W-9
  2. 2Run OCR
  3. 3Inspect detected text and form regions
  4. 4Save a searchable copy

Tool chain

OCRForms Ops StudioSet Metadata Studio
Searchable PDFField review notesClean source metadata
Explore the workflow
Complex pathForm W-9

Secure intake pipeline

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

  1. 1Upload the form batch
  2. 2OCR and extract fields
  3. 3Apply redaction policy
  4. 4Verify redaction
  5. 5Compress and export packet
  6. 6Attach audit trail

Tool chain

Pipeline BuilderOCRExtract TablesRedact & RemoveCompress PDFProvenance Ledger
Redacted PDFStructured field exportRedaction verification report
Explore the workflow

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Reuse approved processing settings
  • Control allowed pipeline steps
  • Apply consistent security and quality gates

Workflow steps

  1. 1Define the profile rules
  2. 2Attach the profile to a tool or pipeline run
  3. 3Review exceptions and saved output artifacts

Outputs

  • Protected or sanitized PDF
  • Verification report
  • Security audit entry

Review checks

  • Verify destructive changes
  • Separate secret delivery from artifact generation
  • Retain reports with the final version

API

Endpoint family: /v1/security, /v1/forensics, /v1/jobs
POST/v1/documents/uploadPOST/v1/ocr/{document_id}GET/v1/jobs/{job_id}/downloadPOST/v1/pipelines/run-adhocPOST/v1/processing/redactGET/v1/forensics/{document_id}/redaction-verify
  • Reference policy profile IDs from headless pipeline runs.
  • Use profiles to keep automation aligned with package and workspace policy.
Integration overview

Limits

Availability
Included in Better
Readiness
beta
Automation
Single-document workflow

Confirm entitlement, input requirements, and deployment fit in the package and API documentation before you automate this capability.

Integration overview

Evidence

Browse proof

Evidence

Redaction verification

3 API

Evidence that sensitive text was removed from the generated PDF rather than covered by a visual overlay.

View proof

Evidence

Preflight reports

3 API

Standards, accessibility, metadata, and archival checks packaged as a reviewable publishing report.

View proof

Evidence

Evidence bundles

3 API

A packet of generated files, findings, screenshots, route history, and linked source documents for audits or handoffs.

View proof

Evidence

Storage governance reports

3 API

Provider health, signed URL decisions, object metadata, migration dry-runs, and checksum verification for workspace storage.

View proof

Public example workflows

Integration overview
Simple

Quick OCR and field check

Form W-9

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

Proof artifacts

Searchable PDF, Field review notes

Complex

Secure intake pipeline

Form W-9

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

Proof artifacts

Structured field export, Redaction verification report

Roles and use cases

Operations teams

Operations Automation

Normalize high-volume document streams with repeatable pipelines.

Connected tools

Pipeline Builder, OCR, Compress PDF

Activity trail: Pipeline run historyAudit record: Batch audit

Security teams

Security / IT

Control self-hosted processing, active content, and data paths.

Connected tools

Sanitize, JavaScript Control, Codec Policy

Review report: X-ray reportGenerated artifact: Parser diff scan

Legal and review teams

Legal Ops

Prepare evidence-ready PDFs and review packages.

Connected tools

Compare PDFs, Signature Center, Redact & Remove

Decision history: Compare review decisionsAudit record: Provenance ledger