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Use pattern templates

Start from a template when Redactorr needs to recognise a recurring format that is specific to your work.

Updated 29 May 20266 min readAuthor: Redactorr Support Team · [email protected]Last reviewed: May 2026

Outcome

You can choose, test, and refine a pattern template using synthetic examples before relying on it in a real review.

Your progress

Mark each step as you complete it. This is saved only in this browser.

0 / 3 steps complete

Before you start

Know the shape of the value you want to detect.
Prepare fake examples that look like the real format without using real values.
Review template results before sharing output.

Visual frame

Review asset

Pattern template gallery storyboard

Synthetic pattern frame only. It uses fake examples so users can learn pattern behaviour without pasting real secrets or identifiers.

ExamplesSynthetic only
TestMatch and near-miss
RiskOver-match review

Use pattern templates workflow frame

Instructional frame for this workflow. Use product screenshots or animation captures after the article copy is stable.

StartChoose the closest template
ReviewTest with synthetic examples
FinishSave and review in Canvas

Guided steps

Follow the task, then check the result.

Choose the closest template

Start with a template that resembles the value shape. Templates are starting points, not proof that every real value will be found.

Pattern template gallery.
Success check: The selected template matches the fake examples you prepared.

Test with synthetic examples

Run the template against fake examples and harmless near-misses. Confirm it finds the right shape without marking unrelated text.

Template test area with fake matches and near-misses.
Success check: The template finds fake matches and avoids obvious near-misses.

Save and review in Canvas

After saving, run a normal Canvas review. Use the template result as a detection aid and confirm output before sharing.

Saved pattern available during document review.
Success check: The pattern helps review without replacing final inspection.

Branch questions

Completion check

The template was tested with fake matches and near-misses.
The saved pattern is understandable to future reviewers.
Real document output is still reviewed before sharing.

Support boundary

Support can use by default

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Intent ID
  • Article slug
  • App route

Requires your consent

  • User-written description
  • Email address
  • Explicit attachment
  • Redacted sample
  • Support bundle previewed to the user

Not collected by default

  • Raw original document text
  • Full local file paths
  • Pasted private content
  • Unmasked screenshots
  • Replay capture

Safe support summary

Copy a scrubbed handoff.

Redactorr KB support summary

Article: /knowledge-base/pattern-template-gallery
Selected issue: A template behaves differently in Canvas than in the test area.
Playbook progress: 0/3 steps marked complete

Safe context to include:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Intent ID
- Article slug
- App route

Requires explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture

User note:
- Describe the step and symptom without pasting raw document text, secrets, files, or restoration material.

Article details

Use pattern templates

Start from a template when Redactorr needs to recognise a recurring format that is specific to your work.

Outcome

You can choose, test, and refine a pattern template using synthetic examples before relying on it in a real review.

Before You Start

  • Know the shape of the value you want to detect.
  • Prepare fake examples that look like the real format without using real values.
  • Review template results before sharing output.

1. Choose the closest template

Start with a template that resembles the value shape. Templates are starting points, not proof that every real value will be found.

Check before you continue: The selected template matches the fake examples you prepared.

2. Test with synthetic examples

Run the template against fake examples and harmless near-misses. Confirm it finds the right shape without marking unrelated text.

Check before you continue: The template finds fake matches and avoids obvious near-misses.

3. Save and review in Canvas

After saving, run a normal Canvas review. Use the template result as a detection aid and confirm output before sharing.

Check before you continue: The pattern helps review without replacing final inspection.

Completion Check

  • The template was tested with fake matches and near-misses.
  • The saved pattern is understandable to future reviewers.
  • Real document output is still reviewed before sharing.

Safe Examples

  • CLIENT-2026-0001 as a fake client reference.
  • SITE-AU-1234 as a fake internal site code.

If You Need Support

Contact support when:

  • A template behaves differently in Canvas than in the test area.
  • A saved pattern cannot be found or selected during review.

Include only support-safe context:

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.

Still stuck?

Copy a safe article handoff.

Start support with the article, the issue, and safe context. Raw document text, files, restoration material, and unredacted screenshots stay out unless you explicitly choose otherwise.

Support can start here
  • Article slug
  • Selected issue
  • Screen name
  • Action name
Redactorr support case

Source: Article playbook: pattern-template-gallery
Route: /knowledge-base/pattern-template-gallery
Selected issue: A template behaves differently in Canvas than in the test area.

Safe context:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Article slug
- Selected issue
- Screen name or article section
- Action name

Only include with explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture
- Hidden diagnostic uploads

User note:
- Describe what you tried and what happened. Do not paste raw document text, secrets, files, restoration material, or unredacted screenshots.

Support case builder

One case format, wherever you start.

This is the same support case shape used by diagnostics and article handoffs.

Safe to include
  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Article slug
  • Selected issue
Consent boundary

Private material belongs behind an explicit consent step, not in the initial case.

6 default exclusions

Before you copy0/4 ready
Open safe support guide