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Included in Good

Set Metadata Studio

Set Metadata Studio helps teams apply metadata templates as part of a controlled DocuZeus workflow.

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ToolboxBrowse the capability directoryWorkflowFOIA and public releaseAPIRoutes, 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

  • Apply metadata templates
  • Run from the document workspace once signed in
  • Good 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

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Redact sensitive information
  • Encrypt or sign a PDF
  • Remove active content and hidden metadata

Workflow steps

  1. 1Inspect the source document for risky content
  2. 2Apply the protection, redaction, or signing control
  3. 3Verify the result and retain the audit trail

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/comparePOST/v1/ai/chatPOST/v1/processing/redact
  • Security operations should use scoped API keys and idempotency where supported.
  • Destructive operations such as true redaction and sanitization should be followed by verification jobs.
Integration overview

Limits

Availability
Included in Good
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

Decision logs

3 API

Reviewer choices, comments, citations, approvals, and exceptions captured alongside the document workflow.

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

Diligence review run

Adobe FY2025 Form 10-K

Compare revisions, summarize changes, extract tables, redact selected passages, and package the decision log for review.

Proof artifacts

Comparison report, Table export

Roles and use cases

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

Governance and compliance teams

Compliance / Audit

Validate standards, signatures, audit trails, and retention posture.

Connected tools

Standards Preflight, Trust Chain Validation, Retention + Redaction

Preflight report: Standards preflight reportVerification result: Trust-chain verdict