View entities found in a document

From the data analysis tab (data analysis tab icon) of the document detail panel, you can view a list of entities found in the selected document. As you select entities from the list, the content identified by the entity is highlighted in the document view panel. The number of entity values for each grammar or entity displays next to the grammar or entity name. This number is the total number of values identified in the document and any attachments.

TIP: If your document list view is a result of a search that included a keyword search, the highlight color for entity identification is a different color than the highlight color used to identify found keywords in collected documents.

To view the entities, select a document from the document list in either the List view (list view icon) or Detailed view (detailed view icon), and then click the Data Analysis tab (data analysis tab icon) in the document detail panel.

  • Click a grammar or entity row to focus the entity list on the grammar or entity. At this point, content is not yet highlighted in the document view.

  • Expand an entity to view the list of entity values found in the document.

  • Hover over a grammar or entity and then click the associated check mark (). This action selects the grammar or entity and the associated values are highlighted in the document view panel.

    • If you select a grammar, all values for all entities within the grammar are selected in the entity list and are highlighted in the document view panel. If not the first selected grammar in the list, a black check mark displays instead of the orange check mark

    • If you select an entity, all values for the entity are selected in the entity list and are highlighted in the document view panel.

    • If you select an individual value, the value is selected in the entity list and is highlighted in the document view panel.

    • A dark or light orange check mark (dark orange check mark or light orange check mark) displays next to the selected grammars, entities, and values in focus.

      • A dark orange check mark at the in-focus grammar level indicates that all values for all entities within the grammar are selected.

      • A dark orange check mark at the in-focus entity level indicates that all values for the entity are selected.

      • A dark orange check mark at the value level indicates that the entity is selected and currently in focus. In addition to being highlighted, this value also has a red box around the value in the document view panel.

      • A light orange check mark at the in-focus grammar level indicates that only some of the values or entities within the grammar are selected.

      • A light orange check mark at the in-focus entity level indicates that only some of the values for the entity are selected.

    • A black or gray check mark (black check mark or gray check mark) displays next to selected grammars, entities, and values that are currently not in focus.

      • A black check mark at the grammar level indicates that all values for all entities within the grammar are selected.

      • A black check mark at the entity level indicates that all values for the entity are selected.

      • A gray check mark at the grammar level indicates that only some of the values or entities within the grammar are selected.

      • A gray check mark at the entity level indicates that only some of the values for the entity are selected.

  • A red box around a highlighted value (word or phrase) in the document view indicates the entity value in focus.

  • To change the focus of a selected value, do one of the following:

    • Hover over a selected entity value and then click the view icon (view icon).
    • Click the next or previous icons (blue back arrow buttonEntity 2 of 5blue next arrow button) in the entity selection at the bottom of the document detail panel.

      NOTE: The entity selection does not display if no entity values are selected.

  • To deselect a grammar, entity, or value, click the associated check mark.

    • If you deselect a grammar, all values for all entities within the grammar are deselected in the entity list and are no longer highlighted in the document view panel.

    • If you deselect an entity, all values for the entity are deselected in the entity list and are no longer highlighted in the document view panel.

    • If you deselect an individual entity, the value is deselected in the entity list and is no longer highlighted in the document view panel.

    TIP: If a value remains highlighted in the document view panel after you deselected it in the entity list, the value is still selected for another entity or grammar.

If you select an attachment from within the document view panel, the list of entities and values remains the same. However, if the entity value in focus (highlighted in the entity list) when viewing the parent document is not in the attachment, the check mark changes to black and the value is no longer highlighted in the entity list in the detail panel.