This article explains how to edit an existing extraction code in Hearsay. Edits can be made both before and after an extraction is completed. You can update contact information, modify search parameters, switch between Custodian Led Search & Share and Auto Share, or add missing data sources to an already shared extraction.
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 (Custodian Led to Auto 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 (Custodian Led Search & Share or Auto 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 extraction instructions.
Editing after an extraction is completed
Extraction codes can also be edited after an extraction has completed and messages have been shared. Updates can include adjustments such as adding additional data sources, updating contact details, or modifying Auto 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 Auto Share.
If an Auto Share extraction 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.