This article explains how to edit an existing extraction code in Hearsay. Edits can be made both before and after a collection is completed. You can update contact information, modify search parameters, switch between Manual Search & Share and Pre-defined Search & Share, or add missing data sources to an already completed collection.
Common reasons to edit an extraction code
Correcting a typo in the custodian’s email address
Adding or updating client contact information
Changing the share style (Manual Search & Share to Pre-defined Search & Share or vice versa)
Adjusting search parameters (keywords, filters, or date ranges)
Adding a missing data source such as social media or an additional phone number
Use the steps below to locate and edit your extraction code.
How to edit an extraction code
Step 1: Open the case
From your My Cases page, click into the case that contains the extraction code you want to update.
Step 2: Open Case Data
Click Case Data in the left sidebar. Then click the All Requests & Codes tab to view all active extraction codes for the case.
Step 3: Click View/Edit
Locate the extraction code you want to modify and click View/Edit.
Step 4: Make your changes and save
Update any of the following details as needed:
Custodian name or email address
Data source selections
Search format or parameters
Share style (Manual Search & Share or Pre-defined Search & Share)
Deadline date or reminder settings
When finished, click Save to apply your updates.
If an email address is added or changed, the custodian will automatically receive a new email invitation with updated collection instructions.
Editing after a collection is completed
Extraction codes can also be edited after a collection has completed and messages have been shared. Updates can include adjustments such as adding additional data sources, updating contact details, or modifying Pre-defined Search & Share settings.
For example:
You might add a social media account that was missed during the initial setup.
A forgotten phone number can be entered under Pre-defined Search & Share.
If a Pre-defined Search & Share collection has already completed and been shared, the custodian must reopen the Hearsay Extractor application, open the case, and click Reshare Conversations to send any newly added message threads that were initially missed.
For detailed instructions on how to reshare conversations, see Resharing conversations in Hearsay.
Next steps
If your changes don’t appear as expected or additional message threads fail to send, contact Hearsay Support via chat or email at support@usehearsay.com.