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How to create a new term

Add terms that are relevant to your company needs

Updated over 2 years ago

Adding new terms is a great way to customize Guide to fit your company's compliance needs. The steps below will walk you through how to add a term as well as describe the use of complex and wildcard terms.

In order to add a new term to a Lexicon:

  1. Click on the Policies tab at the top of the Guide dashboard and select Terms:

  2. Select Create New Term in the top right:

  3. On the next page, add your new term in the Term Editor box, then select a risk score and the related lexicon you wish to assign the term.

  4. Click "Create Term" to save the new flag.

Note: New terms cannot be assigned to default Lexicons. See the article "How to create a new Lexicon" before adding new terms.

See Term Rule Syntax for details on writing terms.

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