Use Case
I made a Find and Redact 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 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 -> Find and Redact List at the top left of your CaseGuard.
- Once the Manage 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 created select Export to save the list. Once saved send the Find and Redact list to any of your co-workers that need it.
- After you receive the list please follow the same steps below but instead of selecting Add Entries in the Add New window select Import to import your new list.
Now your new Find and Redact lists 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.