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Rename a key term or group

A Key Term or group can be renamed. Any cases that already use these Key Terms or groups, will be updated to reflect the new name.

To rename a Key Term or group, follow the steps below.

  1. Click on the name of the Key Term or group. The Edit pop up window appears.
  2. In the Key Term Group or Key Term field, edit the text.
  3. Click on the Save button and the name will have been changed.
  4. To save any changes to the Key Terms screen, select the Save button.

Delete a Key Term

Change the Group the Key Term is in

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Access key terms

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Delete key term group

Delete key term

Add key term to a case

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