Document view
When viewing the documents within a workspace, workbook, or hold, you will see the action ribbon, filter panel, and document list. Based on your selected preferences and permissions, you may also see the document view and document detail panels.
TIP: You have access to features and functions based on your assigned permissions. You will only see features and functions that have been enabled for the workspace you are viewing and that you have permission to see.
Similar to viewing documents in Analyze, 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.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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