Use cases

Sensitive information is part of your work.

Find your workflow, then explore the situations that matter to your profession.

These supplied visuals illustrate use cases, not actual product screenshots or customer results. The artwork is in French. Features depend on the platform and plan; review the proposed protection before sending or sharing.

Use cases

AI prompts & documents

Prepare a prompt from a file, a client record or a code excerpt.

For supported browser-based AI services. Native AI desktop apps are outside this workflow. Detection varies by field; personal terms may be needed for names and internal references.

Free · Plus for unlimited personal terms

DevelopersShare logs without sharing secretsCheck code excerpts and logs for credentials before pasting them into a supported AI service.
Share logs without sharing secrets
Illustrative scenario · French artworkOpen the full-size illustration
DPO & privacy teamsMinimize data in a compliance promptReview contact details and identifiers in a register excerpt. Technical masking supports, and does not replace, your privacy assessment.
Minimize data in a compliance prompt
Illustrative scenario · French artworkOpen the full-size illustration
HR & recruitmentPrepare a CV for an AI-assisted reviewReduce unnecessary exposure of candidate contact details and identifiers, and review the protected text before sending.
Prepare a CV for an AI-assisted review
Illustrative scenario · French artworkOpen the full-size illustration
Healthcare professionalsReview a patient-file excerpt before sendingInspect identifiers in the excerpt you intend to share. Check the remaining medical context and decide what can be sent.
Review a patient-file excerpt before sending
Illustrative scenario · French artworkOpen the full-size illustration
PharmacistsPrepare a patient-exchange summaryReview names, contact details and patient references before using a supported AI service to work on an exchange.
Prepare a patient-exchange summary
Illustrative scenario · French artworkOpen the full-size illustration
AccountantsReview accounting documents before an AI promptLook for bank details, email addresses and invoice references in the text you plan to send.
Review accounting documents before an AI prompt
Illustrative scenario · French artworkOpen the full-size illustration
JournalistsReview interview notes and source detailsInspect an excerpt for contact details and add personal terms for source names before requesting a summary.
Review interview notes and source details
Illustrative scenario · French artworkOpen the full-size illustration
Social workers & CPASPrepare a social-file excerptReview beneficiary identifiers and case references. Check contextual details that could still identify a person.
Prepare a social-file excerpt
Illustrative scenario · French artworkOpen the full-size illustration
Public representativesPrepare citizen correspondence for a summaryReview names, addresses and case references before working on correspondence with an AI assistant.
Prepare citizen correspondence for a summary
Illustrative scenario · French artworkOpen the full-size illustration
Leadership teamsReview strategic material before sharingDefine personal terms for projects, clients or internal references, then review the proposed masking before sharing text.
Review strategic material before sharing
Illustrative scenario · French artworkOpen the full-size illustration
Teams preparing an auditPrepare an audit responseReview company names, client references and contact details in an excerpt before requesting help with a draft response.
Prepare an audit response
Illustrative scenario · French artworkOpen the full-size illustration
AuditorsReview evidence and findings before an AI promptInspect identifiers in a report excerpt and add terms for confidential references. Review what remains before sending.
Review evidence and findings before an AI prompt
Illustrative scenario · French artworkOpen the full-size illustration

View the supported workflow

Use cases

Emails before sending

Review sensitive information before an Outlook message leaves your device.

Outlook web is included in Plus. Supported desktop Outlook workflows use the Pro add-in. Follow the installation guide for your version.

Plus for webmail · Pro for desktop Outlook

Outlook usersCheck sensitive details before an email leavesReview detected contact details, bank details and personal terms in the supported email workflow, then choose how to send.
Check sensitive details before an email leaves
Illustrative scenario · French artworkOpen the full-size illustration

View the supported workflow

Use cases

Spreadsheets before sharing

Inspect and mask a worksheet before an export or a handover.

Excel uses Pro. Reversible display masking and permanent file masking serve different purposes. Review exported files before sharing.

Pro · Excel add-in

Get Proxia for Excel on Microsoft Marketplace

Finance & operationsPrepare a worksheet for sharingAnalyze a sheet, mask selected cells or columns and review the result. Choose permanent masking for a file you will distribute.
Prepare a worksheet for sharing
Illustrative scenario · French artworkOpen the full-size illustration
Pharmacy teamsReview a pharmacy export before sharingInspect patient references and contact columns in Excel. Review names, notes and medical context as well as detected fields.
Review a pharmacy export before sharing
Illustrative scenario · French artworkOpen the full-size illustration

View the supported workflow

Use cases

Screen sharing & support

Keep sensitive values masked in supported web pages during a meeting.

Display masking is included in Plus on supported web pages. It does not mask every desktop application or remove sensitive data from the underlying document.

Plus · supported web pages

Meetings & remote supportReview the view your audience will seeEnable display masking on a supported web page, check the visible result and then share that view.
Review the view your audience will see
Illustrative scenario · French artworkOpen the full-size illustration
Outlook web & supportMask a webmail view before screen sharingCheck the visible email view before a screenshot or support session. The recipient sees the image you choose to share.
Mask a webmail view before screen sharing
Illustrative scenario · French artworkOpen the full-size illustration

View the supported workflow