---
title: "How to Configure Wordsearch Management on Collateral Investigate™"
slug: "how-to-configure-wordsearch-management"
tags: ["Investigate"]
updated: 2026-10-01T20:08:11Z
published: 2026-10-01T20:08:11Z
canonical: "docs.cotality.com/how-to-configure-wordsearch-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Configure Wordsearch Management on Collateral Investigate™

## Overview

**Wordsearch** settings in **Collateral Investigate™** allow you to manage the key terms and phrases used by automated rules to scan appraisal reports. By configuring these terms, you ensure that the system flags compliance issues and appraisal risk factors automatically, saving time during the review process and standardizing report analysis. This guide walks you through accessing the workspace, adding and editing terms, configuring exclusionary exceptions, and activating findings.

---

## Configure Wordsearch Management

[Embedded content](https://app.storylane.io/demo/jpylxmutjhtn?embed=inline)

> [!NOTE]
> **Note**: If you are already in the organization settings, click **Wordsearch management** to open the workspace in a new window. Review [How to Configure the Organization Settings](/ext/docs/complete-organization-settings#overview) for complete setup and configuration guidance.

1. Click the **Settings** icon in the toolbar to open the **Settings** menu.
2. Select **Organization settings** from the menu.
3. Click the **Edit settings** button to open the configuration drawer, and scroll down to **Wordsearch management**.
4. Select **Manage search terms** to open the **Search Term Management** page.
5. In the **Search Term Management** page, click **+ Add search term** to open the creation drawer.
  1. In the **Add search term** drawer, perform the following:
    1. Enter your target word or phrase in the **Add Search** term text box.
    2. Select the appropriate finding category from the **Rule category** dropdown menu to drive which compliance rules trigger when the term is found.
    3. Click **Save** to add the new term to your list.
6. Edit **Search Terms** & Configure **Exclusionary** **Terms**.
  1. Locate the target term in the search terms table and click **Edit** in the corresponding row.
  2. In the **Edit search term** drawer, adjust your settings:
    1. Select a new option from the **rule category** dropdown menu if you need to change its category.
    2. Enter exclusionary words in the **Exclusionary terms** field to suppress findings when the term appears in an appropriate context.
    3. Separate multiple **exclusionary terms** using commas and no spaces (for example: house, tree, road, paint, wood).

> [!NOTE]
> **Note**: When one of these exclusionary terms precedes or follows your disallowed word in a report, the rule suppresses the finding.
    4. Click **Save** to apply your changes.
7. Manage **Search Terms** in Bulk:
  1. To back up or edit your terms in an external editor, click **Export CSV** to download your current list.
  2. To import new terms or modifications in bulk, click **Upload CSV** and select your updated file.

> [!NOTE]
> **Note**: Imported CSV files are format- and case-sensitive. Ensure that you maintain the correct column structure for rule categories, terms, and exclusionary terms to prevent validation errors.
8. Activate **Wordsearch Findings**:
  1. Click the **Settings** icon in the toolbar and select **Findings management**.
  2. Navigate to the **All findings** tab, or select a specific tier within the **Tiers** tab.
  3. Select the **Category** filter and choose **WordSearch** from the options.
  4. Locate the target finding and click **Edit** in the corresponding row.
  5. to turn on the specific categories of **WordSearch** findings you want active.
  6. In the **Edit finding** window, turn on **Activate Finding**, then click **Save Finding** to save and apply your changes.

> [!NOTE]
> **Note**: Wordsearch findings will only populate on reports when the search terms are configured and the finding category is marked active for the corresponding tier.

---

## Outcome

You can now navigate and configure your **Wordsearch settings** and activated the corresponding rules. **Collateral Investigate™** will automatically scan incoming appraisal reports for your custom search terms, trigger compliance alerts for reviews, and suppress false-positives based on your defined exclusionary terms.