Document detail panel

The document detail panel displays pertinent data analysis, applied tags, and metadata for the document currently selected in the document list. The document detail panel is available as an option in the List view (list view icon) and is included in the Detailed view (detailed view icon).

With the desired document selected in the document list, click the tabs within the detail panel to view the additional information.

  • Click the data analysis tab (data analysis tab icon) to view the risk score, associated reporting groups, and grammar values found in documents with grammar values extracted.

    • On a scale of 0-100, the risk score represents the level of risk related to the amount of private data identified in the document. Risk is calculated based on the sensitive tags associated with the document relative to the respective weight (associated weighted labels). The higher the risk score the higher the risk.

    • Click the More ˅ link to show the associated reporting groups. Expand the reporting groups to view the related tags and weighted labels.

    • Expand the grammar classes and rules to view the grammar values found in the selected document. Documents that include identified grammar values display the grammar values extracted icon (grammar values extracted icon) in the document list. For more information, see View grammar rules found in a document.

  • Click the workbooks tab (workbook tab icon) to view the static workbooks associated with the selected document. For more information about workbooks, see Workbooks

  • Click the tags tab (tags tab icon) to view any static tags applied to the selected document. For more information about tags and applying tags to documents, see Tags.

  • Click the metadata tab (metadata tab icon) to view available metadata for the selected document, including any warnings or errors encountered during processing. You can also view the types of processing performed during the initial processing of the document, such as whether the content of the document was stored or grammar values were extracted. The available metadata will vary based on the type of document selected.

    When viewing the contents of a deduplication task workbook, you will also see a Document Deduplication section.

    NOTE: The deduplication section displays only if you are viewing the item within the context of a deduplication task workbook.

    • An entry for Duplicate of Official Record in indicates that the selected item is a duplicate of another item in the identified dataset.

      To view the document that is the official record, click the link for the identified dataset. The document opens in the Content view in a new tab.

    • An entry for Duplicate of Master Document indicates that the selected items is a duplicate of the master document with the identified Document ID.

      To view the details of the master document, click the link for the identified Document ID. The details of the master document open in a pop-up window.

      TIP: If the identified Document ID link is the same as the Document ID for the selected item, the selected item is the master document.

    • Click the View All Copies link to display all copies and the master or official record in the document list. Any previously selected filters are cleared and the VIEWING field in the filter panel displays "View all copies of <master/official record file name>". Click the back button (<) next to this field to return to workbook contents.