Automatic PII redaction on exports and share links
How it works
Every export - PDF, Word (.docx), HTML, plain text - carries a Redact PII toggle in the export menu. Turn it on and the file passes through a hosted redaction guardrail before it leaves the app: the detector reads the document, tags matching spans, and replaces them with masked placeholders. The source transcript in your own account is untouched.
Share links from the mobile share sheet carry the same toggle, defaulted to on. What lands with the recipient is a scrubbed version of the transcript and summary; the internal record stays complete.
What gets redacted
- Personal names - candidates, patients, customers, third parties.
- Contact details - email addresses, phone numbers, physical addresses.
- Government IDs - national ID and passport numbers.
- Financial identifiers - credit-card numbers and account numbers when the transcript picks them up.
- Cross-language - the detector runs across every language RecordX transcribes, so a Hebrew call with English inside gets both sides scrubbed.
Use cases
- Recruiting handoff - share a summary of a candidate interview with the hiring manager without exposing the candidate's contact details.
- Therapy and coaching notes - send session notes to a supervisor or a colleague with the client's name and contact info masked.
- Sales sync to CRM - drop a redacted summary into a shared channel while the raw account record stays behind role-based access.
- Legal and compliance review - send a call transcript for a policy audit without leaking personal information beyond the audit team.
Works with the whole library
Redaction runs on the export and share paths, so it applies to every transcript in your account regardless of where it came from - Zoom, Google Meet, and Microsoft Teams meetings, in-person captures from the mobile app, tab audio from the Chrome extension, and calls from the built-in softphone. Detail on the source data lives on the transcription page, and the policy detail on the privacy policy.
Who it's for
Legal and compliance teams
Send a call transcript for an audit or review without leaking personal information beyond the people who need to see it.
Healthcare and clinics
Share session transcripts with supervisors or billing teams while keeping patient identifiers out of the document.
Research and user interviews
Hand off raw research recordings to a stakeholder with every name, email, and phone number scrubbed on the way out.
Recruiting and HR
Share interview and feedback transcripts across the hiring loop while candidate contact details stay out of the shared doc.
Customer success
Hand a call recap to engineering or product without exposing the customer's personal details beyond what the debugging actually needs.
Agencies and consultants
Deliver a client workshop transcript to the broader team with personal information redacted by default.
FAQ
What counts as PII?
Personal names, email addresses, phone numbers, physical addresses, national ID and passport numbers, credit-card numbers, and other identifiers. The redactor runs on a hosted guardrail that recognizes these patterns across every language RecordX transcribes.
Where does redaction apply?
Every export - PDF, Word (.docx), HTML, and plain text - has a Redact PII toggle in the export menu. Share links from the mobile share sheet also carry a redaction toggle that is on by default. The raw transcript inside your own account stays intact; redaction happens on the way out.
Is it on by default?
Yes. The share-link toggle defaults to on so that anything you send outside the app is scrubbed unless you deliberately opt out. Exports let you pick per download - some downloads (a full internal record) want the raw text; others (a summary going to a client) want it redacted.
Can I still see the original inside my account?
Yes. Redaction is applied to the export or share output, not to the source transcript. Your own account keeps the full text so you can search it, replay it, or export it again without redaction.
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