This article is for account holders signed in at portal.usehearsay.com.
Open the case and click Collection Requests in the left sidebar. Each request has three tabs (Data sources, Sharing configuration and Certificates) and a Request details column on the right. You can edit a request before or after the collection is completed.
Custodian contact info
Click Edit next to Custodian in the right column.
Update the Name (required), Email or Phone, then click Save custodian. Click Cancel to discard.
Sharing method
Open the Sharing configuration tab and choose Manual or Auto share.
Manual: the custodian picks what to share. Turn on Share all to let the custodian share everything at once.
Auto share: items that match your rules are shared automatically.
A request stays Manual until you save Auto share rules. Saving rules switches it to Auto share.
Auto share rules
On the Sharing configuration tab, select Auto share, then click + Add rule.
Choose what the rule searches: Keywords, Phone numbers, Email addresses or Contact names.
Choose how it matches (for example, Contains word).
Type a value and press Enter. Add as many values as you need.
Click Remove rule to delete a rule.
Under Sharing options:
Client approval: the custodian approves matches before they're shared.
Additional sharing: the custodian can share more items beyond the matches.
Click Save rules to apply your changes, or Cancel to discard them.
To switch back after saving, click Manual.
A warning says switching removes your rules. Click Switch to Manual to confirm, or Cancel to keep them.
Due date
Click Set date next to Due date in the right column. A date field opens. Pick a date, then click Done.
Date range
Click Change next to Date range in the right column. The From and To fields open. Pick the dates, then click Save. Click Cancel to discard.
Data sources
Open the Data sources tab. To add a source, click the source's + next to Add a source.
To remove a source, click the x next to it.
Phone collection options
On the Data sources tab, the Mobile device row has two options:
Encrypted iPhone backup: the custodian can share call logs, health records and Safari history from an iPhone, or from an iPhone with MDM (mobile device management).
Auto-collect contacts: the custodian's full contact list is included without asking them to pick individual contacts.
Lock collection
Click Lock collection under Actions in the right column. Locking stops further submissions from the custodian.
Delete collection request
Click Delete collection request under Actions in the right column.
After a collection is completed
You can still edit a request after the collection is completed. Common edits include adding a data source that was missed, adding Auto share rules, or updating the custodian's contact info.
If an Auto share collection has already completed and the custodian has shared their data, they must reshare after you change the rules so newly matching conversations are included. For instructions, see How to reshare conversations using the Hearsay Extractor (Auto Share or Pre-defined Search & Share).