Overview
Sometimes you’ve already built a comprehensive Find and Redact list in CaseGuard, but your co-workers don’t have the time to create their own. To save time and maintain consistency across your team, you can easily share your lists by exporting and importing them. This guide walks you through the process step by step.
Follow these steps to export and import your Find and Redact Lists!
- The first step is to create a new Find and Redact List. To add your Find and Redact List, select Tools -> List Manager -> Search List at the top left of your CaseGuard.
- Once the Search Lists window opens select Add New in the top left.
- The Add New window will open, here give your list a name and description then click Next.
- In the next window select Add Entries or Import Entries if you already have a created list then click Next.
- Now customize your list with the words and patterns you would like to be found in your document and transcription. Once all your entries are added select Save & Close.
- Once your list has been saved, select the items you want to share and click Export to create a copy of the list. After exporting, you can send the Find and Redact list to any co-workers who need access.|
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On the receiving device, follow the same steps to open Add New, but select Import instead of Add Entries.
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Once imported, the Find and Redact list is ready to use.
Conclusion
By following these steps, you can quickly share your Find and Redact lists with colleagues, ensuring everyone has the same entries and saving time on manual list creation. If you encounter any issues, please contact [email protected] for assistance.
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