Template recipes
Three common document shapes and the template that fits each. All follow the same loop: edit one example, save, then apply to the rest.
Recurring invoices
Section titled “Recurring invoices”Shape: a supplier invoice on one layout — your company as the buyer, a supplier, line items, totals, a stamp or signature.
The template:
- Keep your own company name (turn its entry off) — you’re the constant across every invoice.
- Synthesize the supplier
ORG, contactNAMEs,EMAILs,ADDRESSes. - Decide on amounts via the profile (preserve if totals matter, randomize if they don’t).
- If there’s a recurring stamp, draw a box per document — it won’t be in the template (coordinates don’t transfer), but it’s a quick add.
Pair with a dictionary so a repeat supplier keeps the same fake name month to month. Full batch flow: Batch-anonymize invoices.
CVs and resumes
Section titled “CVs and resumes”Shape: candidate name and contact in the header, a photo, employment history with dates, maybe a personal website.
The template:
- Synthesize
NAME,EMAIL,PHONE,ADDRESS,URL. - Treat employment-span
DATEs as PII (synthesize or redact) — they anchor a person’s timeline. - The photo is an image, not a template rule — flip its blur switch per CV.
For the photo-handling detail, see Anonymize a CV with a photo.
Contracts and letters
Section titled “Contracts and letters”Shape: two named parties, addresses, a reference number, signatures, and a body where one party (yours) should stay and the other should be scrubbed.
The template:
- Keep your organization’s name and address (turn those entries off).
- Synthesize the counterparty
NAME/ORG/ADDRESS. - Redact the contract/reference
IDif it’s sensitive, or keep it if it’s needed for tracking. - Use the highlighter per document for any specific clause to black out — clause text is document-specific, so it’s a per-file action, not a template rule.
A note on review
Section titled “A note on review”A template handles the categories reliably. The per-document leftovers — a one-off codename, a stamp, a specific clause — are exactly what a quick review pass catches. Apply the template, scan with Instant redact, add the stragglers, save.