Step 1: Access Keyword Rule Settings

Keyword coding rules are managed within the general document coding settings for your team.

Steps:

1. Navigate to Settings via the company menu (top right).
2. In the left sidebar, under the "Team Settings" section (or similar), click Document coding.

What Happens Next?

You are now viewing the Document Coding rules table, where you can add, edit, or remove keyword-based rules.

Next Step: Create and Test Keyword Rule

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Related How-To Guides:

• Keyword Coding Rules