Select and view documents

The views of the Documents tab

The Documents tab displays corpus documents in different ways and allows numerous operations on them.

It has the following main views:

• List view
• Detail view

As required, it is possible to switch from one view to another and in some cases activate specific views as described hereunder.

The list view

The list view displays the list of the documents and the Entities and Tokens in the left side panel. This is the default view when you select the Documents tab.

Select Browse documents to access the list view if the focus is on other views or sub-tabs.

Switch to the detail view

To switch to the detail view, where you can focus on a single document:

• Double-click a document in the list.

Or:

• Select a document file name in the list.

Or:

• Select a document in the list and select View document .

Sort the document list

To sort the list of documents by relevance or by file name, in ascending or descending order, choose the corresponding option from the drop-down menu on top of the document list.

Display or hide the most relevant terms

To enable or disable the MOST RELEVANT TERMS bar.

• Select Disable most relevant terms suggestion to disable the bar.
• Select Enable most relevant terms suggestion to enable the bar.

Entities

The Entities tab of the left panel lists all the entities identified during the analysis of the document, grouped by type.

• To expand or collapse the sub-list of each type, select Open or Go back .
• To filter the list, if expanded, use Filter list bar.
• To change the sort order, if expanded, select the desired option from the drop-down menu at the top right.

Tokens

The Tokens tab on the left panel lists all the tokens identified during the analysis of the document, grouped by type.

The tokens management is the same as the entities.

Export entities and tokens

To export your project entities or tokens lists in JSON format:

1. Select Export in the left panel.
2. In the dialog, Export tab, type a name or confirm the suggested one.
3. Select the number of items to be exported (1000 by default).
4. Check the entities and tokens boxes you need in the Entities and Tokens sub-tabs and select Export.
5. In the Download tab or in the notification in the lower right corner, select Download.

The detail view

The detail view shows a simplified list on the left, the detail of a specific document in the center and the Entities and Tokens tabs on the right.

In this view, it is also possible to switch to the Immersive view and to the Pdf document view.

Select View document to access the detail view if the focus is on other views or sub-tab.

Switch to list view

To switch to the list view:

• Select Browse documents .

Or:

• Select the Documents tab.

Entities

The entities management is the same as in the list view (described above), but the panel is placed on the right side.

The entity types identified in the text are also displayed as selection chips above the text of the document.

• To highlight all occurrences of entity types in the text:

  • Select the entity types from the bar above the document text.

  Or:

  • Select the entity type in the Entities tab on the right panel.

• To remove the highlights:

  • Deselect the entity types.

  Or:

  • Select that shows the selection count.

Tokens

The Tokens management is the same as in the Entities.

Main topics

To watch the document main topics look at the Main topics bar.

Open a different document

To open a different document, select the document in the document box in the list on the left.

Browse documents

You can browse documents by using the Next document and Previous document buttons located at the top of the document detail panel.

Related documents

If a document is related to other, select Related documents to display them in the Related Documents panel.

Select show more to have a preview of a selected document or show less to reduce the view.

To open a document in the list, double-click it.

To change the sort order in the Related Documents panel, select the preferred option from the drop-down menu at the top right.

To show again the original tabs in the right pane, select Value .

Sort the document list

To sort the list of documents by relevance or by file name, in ascending or descending order, choose the corresponding option from the drop-down menu on top of the document list on the left panel.

Document details

To show document details such as file size, upload date, upload author and main sentences, select Show more at the top of the document panel.

To hide document details, select Hide details .

Find text

To find and highlight all occurrences of a string in the text of the document, enter at least 3 characters in the Find text bar and then Enter.

Copy a document text to the clipboard

To copy the document text to the clipboard, select the ellipsis above the document, then select Copy to clipboard.

Show original spacing

Spacing may vary after a document has been converted.

To display the original version, select the ellipsis above the document, then select Show original text spacing. A check appears beside this menu item.

If Show original text spacing is checked and you want to display the converted document spacing, select Show original text spacing.

The immersive view

To switch to the immersive view, select Open Immersive view .

The immersive view does not have many of the accompanying elements as in the main views, in fact it focuses on the document and displays it at a larger size than the detail view.

Switch to the detail view

To switch to the detail view, select Close immersive view .

Change the current document

To change the current document select Next document or Previous document .

Check and download the data model

The analysis and indexing of documents with NLU expert.ai technology, which occurs upon loading, generates a JSON file that contains the resulting data model.

To display the document data model select Data model view .

.

To download the data model in JSON format, select .

To expand all the JSON keys select Expand all . To collapse all the JSON keys select Collapse all .

To hide the data model panel and display the Entities and Tokens tabs, select Document view .

The Pdf document view

The Pdf document view, also called Document fidelity view, is available only if you upload PDF files and you switch on Pdf document view in the Settings tab during the corpus creation.

It is activated by default when you open a PDF file in detail view.

To highlight entities or tokens, select them in the left panel as in the detail view.

To disable this view, select the Pdf document view .

To enable this view, select the Pdf document view .

To zoom-in or zoom-out the document, select .

To display the sidebar, helpful if you have documents composed of more than one page, select Toggle sidebar . To hide it, select .

Show entities and tokens in condensed document view

To focus on the selected entities and tokens in their sentence and removing the remaining redundant text, select the ellipsis , then Show condensed document. A check appears beside this menu item.

If Show condensed document is checked and you want display the whole document text, select Show condensed document.