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How to Manage Keyword Lists

Steven Tobolar
Steven Tobolar
  • Updated

As a user with the Manage Keywords permission, you can save sets of words and phrases as keyword lists and reuse them in Advanced Search, instead of typing them every time.

Your lists are in the Keyword Lists section, under Search in the side menu. Each list shows its:

  • Keyword List Name (and description, if any)
  • Keywords
  • Case it's added to, if any
  • Date Created

Create a keyword list

  1. Go to the Keyword Lists section.
  2. Click New Keyword List.
  3. Enter a Keyword List Name (up to 60 characters) and, optionally, a Keyword List Description (up to 200 characters).
  4. In Keywords, enter your words and phrases separated by commas (up to 3,000 characters).
  5. Click Save Changes.

New keyword list form

You'll see a confirmation message: Keyword list successfully created.

Edit a keyword list

  1. Click Edit in the list's row.
  2. Change the name, description or keywords.
  3. Click Save Changes.

You'll see a confirmation message: Keyword list successfully updated.

Delete a keyword list

  1. Open the More menu (represented with ...) at the end of the list's row and select Delete. If you can manage cases, you'll also see Add to Case here.

More menu on a keyword list

  1. In the Delete Keyword List window, click Delete to confirm.

Delete Keyword List window

You'll see a confirmation message: Keyword list successfully deleted.

You can also delete a list from its Edit page by clicking Delete Keyword List.

To search with a keyword list, see How to Use Keyword Lists in Advanced Search. To add a list to a case, see How to Add Keyword Lists to a Case and View All Keyword Lists in a Case.

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