Manager Setup

Table of Contents

• Manager Setup

  • Export

  • Import

With INDICA it’s possible to export and import your case settings. This can be useful if you want to reuse some of the settings in any of your new cases for a quick setup. The following settings are available for exporting and importing:

• GDPR Settings (if GDPR is enabled)

• GDPR Bag of Words (if GDPR is enabled)

• Saved Queries

• Tags

• Workflow

Export

Within this panel it’s possible to export your settings. Choose a name for your file and select the settings you wish to export. For your Saved Queries, Tags and Workflows it’s also possible to select specific items from the list instead of export all of them. Select the settings you wish to export and click on the “Start Export” button. This will download a .json file with your settings.

Import

To import settings in your new case, upload your exported settings .json file. The file will be processed and gives you the option to review the imported file. From here on you can choose to import all settings within the file, or only import a selected few. This makes it easier to reuse settings you need only for that case.

Caution

An important thing to keep in mind, is that tags will be overwritten. This means that any tags existing in your case will be overwritten by the import file (if you choose to import the tags from the file, of course). All the other settings will be appended.