Processing Template

To ensure highly accurate PII detection that aligns with your specific review workflow, you must select which PII elements are in scope for your project.

Required Action: Before process data into Canopy, the Data Processor must select the required PII Elements from the Processing Template, specifically under the PII Detection Options. Canopy provides a wide variety of PII options. Users can also upload custom detection rules to accommodate their unique detection patterns.

This step ensures the Canopy AI engine effectively detects and highlights the necessary PII elements with high accuracy, which the Auto Review engine will then use.

1. Navigate to Settings and select Template (under the Project settings).
2. In the Processing Templates section, click Manage processing template.
3. Choose the desired PII elements from the PII Detection Options.
4. Click on Save As New Template, and you will be prompted to name the template.
5. When you start uploading and processing documents, make sure to select this template under the Processing Template option.