Saving a template

You make a template by editing a document the way you want, then saving that state. There’s no separate template builder — the editor is the builder.

Steps

1. Open a representative document in the editor.
2. Edit it until it’s exactly how you want documents of this shape handled:
   • Turn off entries whose value should be kept (your company name, a public official).
   • Make sure each type is handled the way you want — synthesized, redacted, or labeled.
3. In the toolbar, click the save icon next to the template dropdown (Save as template…).
4. Give it a name — something that names the shape: Factura Mediterrània, CV con foto, Carta de sinistre.
5. Save.

The template now appears in the template dropdown in every editor window.

What gets captured

Saving distills your current entries into rules:

• Every entry you turned off becomes a keep this exact value rule — a literal match.
• For every entry that’s on, the first one of each type becomes a per-type rule carrying its method (synthesize / redact / label), so all values of that type are handled the same way.
• Everything not covered falls back to a default action (synthesize).
• The current language/region is recorded as the default for synthesized values.

So if you kept Acme Ibérica SL, synthesized the names, and redacted the IDs, the template is: keep “Acme Ibérica SL”; synthesize every NAME; redact every ID; synthesize anything else, in Español.

What’s not captured

A template generalizes, so it deliberately drops document-specific detail:

• Individual fake values aren’t saved (use a dictionary for fixed values).
• Drawn redaction boxes, which are tied to exact page coordinates of one document, don’t carry to a different file.

Tips for a good template

• Edit a typical document, not an edge case. The rules generalize from what you did, so start from a representative example.
• Be deliberate about “keep.” Each value you turn off becomes a literal keep-rule. Keep the things that genuinely recur (a fixed company name), not one-off values.
• Name by shape, not by content. Factura proveedor ages better than Factura marzo.

Next

• Applying a template
• How template rules generalize