How to: Quickly Create a Search List in CaseGuard Studio

Step-by-Step Guide: Creating a Custom Search List

1. Open CaseGuard Studio Launch CaseGuard Studio on your computer.
2. Access Your Document Project Open a project that contains a document where you want to apply your custom search list.
3. Navigate to the Search Panel In the top-left toolbar, click on “Search” to access the search tools.
4. Open the Search List Menu In the left-side panel, expand the “Search List” dropdown. Here, you’ll see the default search lists provided by CaseGuard Studio.
5. Create a New Search List Click the plus (+) button on the right to create a new custom search list.
6. Name and Describe Your Search List Provide a name for your search list. You may also include an optional description for better organization.
7. Add Entries to Your Search List You can either:
   • Add entries manually, or
   • Import entries from a .txt, .csv, or .xml file.
   For this example, we’ll manually add entries.
   • In the “Word(s) to Find” field, enter the specific word or phrase you wish to redact.
   • Choose whether to match the word as a whole word, apply case sensitivity, or use wildcards.
   • Optionally, assign a PII category and a redaction reason for each entry.
   • Click “Save and Add New” to add the word to your list.
8. Add Pattern-Based Entries (Optional) To include patterns that detect broader PII types (e.g., Social Security Numbers, phone numbers):
   • Click on the “Pattern” tab at the top of the window.
   • Select a predefined pattern from the list.
   • Click “Save and Add New” to include it in your search list.
9. Finalize Your Search List Once you’ve added all the desired terms and patterns, click “Continue” in the bottom-right corner to save your search list.
10. Apply the Search List After finalizing, you can apply your search list to the document. CaseGuard Studio will then scan the file and display all matches in the Activity Panel for further review and redaction.