How to Manage Keyword Lists

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Steven Tobolar
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Keywords can be extremely useful when trying to save all the important words and perform an Advanced Search more than once. 

These words will be listed in the Keyword Lists section, where you can also find the following information: 

  • Keyword List Name
  • Keyword List
  • Date Created
  • More actions

Creating Keyword Lists

Here is how you can create Keywords. 

  1. Log into your Jatheon account as the Account Administrator/Compliance Officer/User.
  2. Head over to the Keyword Lists section.
  3. Click the New Keyword List button.
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  4.  A form will appear with the Keyword List Name and the actual Keyword List set as mandatory fields; note that the Description field is optional. 
  5. All the Keywords will need to be separated with a comma.
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Once you fill in the fields and click the Save button, a notification will show up to let you know that you have created the Keyword List. You can also cancel the action by clicking the Cancel button. 

Editing Keyword Lists

Here is how you can edit Keyword Lists:

  1. Find the row which contains the desired Keyword List and hover over it so that the Edit option appears.
  2. Click on it and the same form you used to create the list will appear.
  3. Change the necessary information and click the Save button. There will also be an option to Delete a Keyword List if necessary straight from this slide-out.

Once you click the Save button, a notification will show up to let you know that you have edited the Keyword List. You can also cancel the action by clicking the Cancel button.

Deleting Keyword Lists

Here is how you can delete Keyword Lists:

  1. Find the row which contains the desired Keyword List and click the More menu button (represented by the 𝌀 symbol) on the far right, as shown in the picture.
  2. A popover menu will appear. Click the Delete button as shown below.

Once you select the Delete option, you will be asked to confirm the action by clicking the Delete button. A notification will show up to let you know that you have deleted the Keyword List. You can also cancel the action by clicking the Cancel button. 

Note that you can also find the Delete option on the Edit menu of a single Keyword List. 

 

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