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How do I blur sensitive customer data when recording an SOP or tutorial?

March 6, 2026·2 min read·Screen Recording to Documentation

Most workflow capture tools include a built-in redaction feature that lets you blur or block out sensitive information in screenshots after recording. In Glyde and Scribe, you can select any area of a screenshot and apply a blur or black box overlay. Always review every screenshot for visible customer names, account numbers, emails, and financial data before sharing the guide.

What sensitive data should you redact?

Data TypeWhere It Typically AppearsRedaction Method
Customer namesCRM contacts, support tickets, email headersBlur over the name field
Email addressesContact details, inbox screenshotsBlur or black box
Account numbersBilling dashboards, order detailsBlack box overlay
Financial dataInvoice amounts, payment details, pricingBlack box overlay
Phone numbersContact records, support ticketsBlur
Internal URLsBrowser address bar, internal toolsCrop or blur address bar
API keys/passwordsSettings pages, configuration screensNever capture — pause recording

How do you redact efficiently?

  1. During recording: Avoid navigating to pages with highly sensitive data (e.g., billing settings with full credit card numbers). If unavoidable, you can delete that step later.
  2. After recording: Review each screenshot in the guide editor. Apply blur or black box to any visible sensitive data.
  3. Use test data: When possible, perform the recorded workflow with test accounts or demo data to avoid real customer information entirely.
  4. Establish a review step: Before publishing any SOP, a second person reviews all screenshots for accidentally exposed data.

This answer is part of our guide to screen recording to documentation.

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