What is the best way to document a finance process that involves highly sensitive customer data?

Document finance processes by recording the workflow with test data or demo accounts instead of real customer information. If you must use real data, apply blur or black box redaction to every screenshot showing account numbers, financial amounts, or personal details before sharing. Export the finished guide to your company's own infrastructure (Notion, Confluence, SharePoint) rather than relying on a third-party hosted link.

What sensitive data appears in finance workflows?

Data Type	Where It Appears	Redaction Method
Account numbers	Banking platforms, payment processors	Black box overlay
Transaction amounts	Invoices, payment dashboards	Black box overlay
Customer names	Billing records, invoice headers	Blur
Bank routing numbers	ACH setup, wire transfer forms	Black box overlay
Tax IDs / SSNs	Payroll, vendor setup forms	Never capture — use test data
Credit card numbers	Payment processing screens	Never capture — use test data
Internal financial data	Revenue dashboards, P&L reports	Blur or restrict access to guide

What is the secure documentation workflow?

1. Use test data — Create a sandbox or demo account with fake financial data
2. Record the workflow with Glyde or a similar capture tool
3. Review every screenshot — Check for accidentally visible sensitive data
4. Apply redaction — Blur or black box any real data that appears
5. Export to your own infrastructure — Notion, Confluence, or SharePoint
6. Restrict access — Set permissions so only authorized team members can view the guide
7. Add a compliance note — "This SOP contains references to financial processes. Do not share externally."

What about compliance requirements?

Standard	Requirement for Documentation
SOC 2	Document access controls and data handling procedures
PCI DSS	Never store cardholder data in documentation screenshots
GDPR	Redact personally identifiable information in all shared materials
SOX	Document financial controls and maintain audit trail

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