PracticeMaster Q&A: Exclude List

February 2021    Tags: ,

When we run our Conflict of Interest search, certain words are being excluded. How can we correct this?

The Exclude List is a list of words that are excluded from the Conflict of Interest, Contact Search, and Document Search. You can remove words from this list in order to include them.

To remove words from the Exclude List

  1. From the Search menu, select Search Settings.
  2. On the Exclude List tab, select the word you want to remove and click the Delete Word button. Repeat for each word you want to remove from the Exclude List.
  3. Click OK.

Once changes are made to the Exclude List, you will be prompted to rebuild the search indexes for the change to go into effect.

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