To add a new Edit-List rule, first check if there is an existing rule for the word or phrase you are interested in by doing a Search.

If a rule exists for a word and you want to change its behavior, disable the rule first before adding a new rule. To add a new rule, click on the

Add Override

button. This will show the

Add Rule

screen.

You will need to select what type of rule you wish to add from the radio-button list. The available rule-types are:

Word Rule
Prefix-Suffix Rule
Phrase Rule
Character Rule
Account Name Marker
Compound Name Marker
Delete Marker
Major Marker

For a full description of these Rule Types and what rules are available in each category, refer to the section below on Rule Types.

After selecting the appropriate Rule Type, you will be prompted to enter the actual word, phrase or character string, and depending on the rule type, a replacement word, phrase or character string. Some rules also require selecting an additional option.

The example below shows a new

NN - Replacement

rule being added for

WLLM

to

WILLIAM

.

Notice that it is also possible to add a comment. This will show up when searching for the rule in the future.

After entering the new rule, click

OK

and the rule will be added to the Override Edit-List Rules pane at the bottom of the main screen.