Scenario
I made a Redaction Reasons list but my co-workers do not have the time to build their list. How do I share this list so they can add it to their CaseGuard?
Follow these steps to export and import your redaction reasons!
- The first step is to add your redaction reasons. To add your redaction reasons, select Tools -> List Manager -> Redaction Reasons at the top left of your CaseGuard.
- Once the Redaction Reasons window opens, you can edit the CaseGuard default redaction reasons or add your own by selecting Add New.
- To edit the CaseGuard default reasons select the pencil icon to the right of the reasons.
- To delete the default reasons, select the trash can icon to the right of the reasons. If you would like to delete all the reasons, select the check box in the bottom left of the window and then select the trash can icon beside the check box.
- Once all your redaction reasons are added in, you can select Export at the top right of the Redaction Reasons window.
- Selecting Export will open up a Windows File Explorer window. From here you should give the file a name you will remember, and select where you would like the file saved.
- Now that your Redaction Reasons have been saved you can send them to whoever needs to add the Reasons to their CaseGuard.
- Once you receive the Redaction Reasons, open up the Redactions Reasons window again inside CaseGuard.
- After the Redactions Reasons window opens, select Import and the Windows File Explorer will open.
- From the Windows File Explorer, select your Redactions Reasons file and then “Open”.
Now your new Redaction Reasons have been imported and are ready to use! If you are having issues, please email [email protected] to get a quick solution to your problem.