File Analysis Suite 3.7.0 Analyze Help Center

# Research

View and search all documents managed by File Analysis Suite. You can save the documents from a search to a workspace for further review in Manage or export your search results list as a CSV file.

Similar to viewing documents in Manage, you can see whether a document has been collected, enriched, or tagged. View the full metadata, assigned tag reporting groups, and entities found within the document. You can also download individual documents for viewing offline.

When viewing the research page, you will see the action ribbon, filter panel, and document list.

You can view documents in several presentations. The view you select determines the initial information that is available in the document list and any additional panels. Your last selected view persists until you make a different selection. The activity ribbon and filter panel are present in all views.

- The Grid view () includes the document list, but displays different information than the document list in the list view. In this view, you cannot see the content of the selected document and the document detail panel is not available.

- The List view () includes the document list and either the document view panel or the document detail panel. To select the view for the second panel, click the preferences icon () and then click Content to show the document content view panel or Detail to show the document detail panel, which includes data analysis, tag information and actions, and metadata information.

- The Detailed view () includes the document list, the document view panel, and the document detail panel. In this view, you can see the content of the selected document, if available. The detail panel includes data analysis, tag information and actions, and metadata information.

  TIP: If you do not have permission to preview the content of individual items, you cannot view the document view panel and therefore the Detailed view is not selectable.

- Preferences () lets you determine how the list view is presented and, if you have permission, whether to view the content of the item with or without masking in place. Your selection is remembered until you make a different selection.

  - In the Show on List View section, click Content to show the document content view panel or click Detail to show the document detail panel, which includes data analysis, tag information and actions, and metadata information.

    TIP: If you do not have permission to preview the content of individual items or the selected document has been protected, you will not be able to select the content view.

  - In the Data Masking section, click Unmasked View to show the original item content (text or near-native view) with all identified entity values visible or click Masked View to show the item content with the values for configured entities fully or partially masked.

    TIP: If you do not have permission to view masked data, you will not see these options.

## Action ribbon

The action ribbon displays above the document list and allows you to take various actions related to the current list of documents.

- From the Search menu (), you can start a new search using the advanced search builder or edit the criteria for the advanced search you are currently performing. For more information about the advanced search builder, see Search builder.

- From the Manage menu (), you can create a workspace in Manage that includes selected documents or all of the documents in the current document list. For more information, see Save to a new workspace.

- From the Export menu (), you can save the current document list as a CSV file. You have the option to specify the metadata to be included in the export. For more information, see Export to a CSV file.

- From the Sort by menu, you can sort the current document list by date or by message sender. For more information, see Sort the document list.

- From the View by menu, you can choose to show items, documents, or conversations. For more information, see Change the document grouping.

- From the Sample menu () select the percentage of the items in the document list to randomly sample. Click the menu icon, use the slider to set the desired percentage, and then click APPLY. The document list refreshes and displays the selected percentage of items that were in the previous document list.

  TIP: For document lists that contain few documents, the number of documents sampled may not be the exact percentage. The more documents in the document list, the more accurately the number of sampled documents represents the percentage defined.

## Filter panel

The filter panel lets you search for items that match specific criteria. The VIEWING CONTENTS OF box at the top of the filter panel identifies the workspace, workbook, or search criteria that defines the documents in the document list. If viewing anything other than the full list of documents within the workspace, click the X to restore the view to all documents within the workspace.

For more information about filter searches, see Filter search.

## Document list

The document list displays all documents you are currently viewing. When you log on to Analyze, the document list includes documents managed by File Analysis Suite that you have permission to view. As you make selections in the filter panel, the document list updates to reflect your selections. When you conduct an advanced search, the document list displays the documents that meet your selected criteria.

For more information about the document list, see Document list.

## Document view panel

The document view panel displays the contents of the document currently selected in the document list. The document view you see depends on how the document was processed.

Fore more information about the document view panel, see Document view.

## Document detail panel

The document detail panel displays pertinent data analysis, applied tags, and metadata for the document currently selected in the document list.

For more information about the document detail panel, see Document detail

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Version 3.7.0 | Last updated May 2022
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Product: File Analysis Suite 3.7.0

Topic Title: Research

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