Add a keyword list to a case

1. Go to the Keyword Lists section.
2. Find the keyword list you want to add to the case.
3. Click the More Menu (represented with ...) and select Add to Case.
4. Choose the case to add it to. Only active cases are shown, in alphabetical order, and you can use the Search for a case... box to find one by name. Cases the keyword list already belongs to aren't shown.

Once you select a case, the keyword list is added to it and you'll see a confirmation message: Keyword list successfully added to the case.

The case name is shown in the Case column of the Keyword Lists table, and when you edit the keyword list.

View all keyword lists in a case

1. Go to the Cases section.
2. Find the case you want and click Manage.

3. Open the Keyword Lists tab.

The tab lists every keyword list added to the case, with the following columns:

• Keyword List Name (with its description)
• Keywords
• Date Created
• Actions — the More Menu with the Remove from Case option

You can sort by Keyword List Name or Date Created by clicking the column header. The latest 50 keyword lists are displayed initially; you can change the number of items per page to 25, 50 or 100. If you have permission to manage keyword lists, clicking a row opens that keyword list.

Remove a keyword list from a case

Click the More Menu (...) next to the keyword list and select Remove from Case. The keyword list disappears from the tab straight away and no longer carries the case tag. You'll see a confirmation message: Keyword list successfully removed from the case.