Visibility (panes and charts)
The different panes of the portal (essentially the options you have in the left-hand side menu of the portal) can be set to visible or hidden.
Note that there are two prerequisites for a pane to be visible
The pane should be set to visible in the portal configuration
The user should have a role for the active inbox that has the permission to use the actions of that pane
Similarly, you can toggle between hidden/visible for the different charts in the statistics
Filters (statistics and inbox)
In the statistics pane, you can filter documents based on different fields. For example, you can define a date range as the filter for your documents.
Furthermore, you can choose to focus on a specific evaluation (see Versions).
In general, you can define any filter of your choice. This filter needs to be a field in the data structure of the document.
Similarly, you can filter which documents you want to see in the inbox.
Timeout
For supported authentication options, we allow you to define a timeout value (in seconds). This is the time of inactivity before a user will be logged out of the system automatically.
Inbox – actions and columns
There is a broad range of actions you can perform on the documents selected in the inbox view. You can change the visibility of these options (toggle between visible/hidden). As usual, triggering an action will require the user to have a role on the active inbox with the required permissions.
In the inbox pane, you can see a number of columns in the table and some additional information when you unfold the item. You can define the sequence of these columns, add columns based on any field that is available, remove columns, push columns to below the fold, or promote columns to be visible on the top line.
Table of Dashboard Settings
Name | Description |
default_page | Page visible after login (Obsolete) |
dashboard_timeout (min) | Time after which user with be logged out of application in case of inactivity |
navigation_menu | Pages visibility in the navigation bar. For statistics also turn on or off a specific graph |
stats | Turn on/off statistics section |
volume_timings | Turn on/off “Volume and timings” stats page |
- volume | Volume and timings page: turn on/off “Volume” graph |
- avg_time | Volume and timings page: turn on/off “Average time” graph |
- avg_time_review_docs | Volume and timings page: turn on/off “Average time spent by reviewer per document” graph (obsolete) |
- avg_time_review_fields | Volume and timings page: turn on/off “Average time spent by reviewer per field” graph |
- tag_frequency | Volume and timings page: turn on/off “Label frequency” graph |
ml_accuracy | Turn on/off “ML accuracy” stats page |
- avg_accuracy | ML accuracy page: turn on/off “Average accuracy” graph |
- field_accuracy | ML accuracy page: turn on/off “Field Accuracy” graph |
- fully_accurate_docs | ML accuracy page: turn on/off “Fully Accurate Documents” graph |
- doc_accuracy | ML accuracy page: turn on/off “Document Accuracy” graph |
- precision | ML accuracy page: turn on/off “Precision (per field)” graph |
- recall | ML accuracy page: turn on/off “Recall (per field)” graph |
- F1 | ML accuracy page: turn on/off “F1 (per field)” graph |
- confusion_matrix | ML accuracy page: turn on/off “Confusion Matrix” graph |
ml_awareness | Turn on/off “ML awareness” stats page |
- field_awareness | ML awareness page: turn on/off “Field Awareness” graph |
- brier | ML awareness page: turn on/off “Brier Score” graph |
automation | Turn on/off “Automation” stats page |
- unopened_docs_matrix | Automation page: turn on/off “Unopened Docs Matrix” graph |
- unopened_docs_chart | Automation page: turn on/off “Unopened Docs Chart” graph |
- unopened_field_matrix | Automation page: turn on/off “Unopened Fields Matrix” graph |
- unopened_field_chart | Automation page: turn on/off “Unopened Fields Chart” graph |
- unopened_docs_ratio | Automation page: turn on/off “STP vs. FP ratio (document-level)” graph |
upload | Turn on/off Upload page |
inbox | Turn on/off Inbox page |
review | Turn on/off Review page |
doc | Turn on/off Documentation section |
- manual | Turn on/off Manual page |
- release_notes | Turn on/off Release notes |
- tour | Turn on/off User Guide option |
developer | Turn on/off Developer page (Obsolete) |
setting | Turn on/off Settings sections |
-portal | Turn on/off Portal settings page |
- review | Turn on/off Review settings page |
- automation | Turn on/off Automation settings page |
- retention | Turn on/off Retention settings page |
- integration | Turn on/off Integration settings page |
- security | Turn on/off Security settings page (obsolete) |
- billing | Turn on/off Billing settings page (obsolete) |
- api_keys | Turn on/off API keys settings page (obsolete) |
- samplingSTP | Turn on/off STP Sampling settings on sampling page |
- samplingML | Turn on/off ML Sampling settings on sampling page |
user_management | Turn on/off User Management section |
- roles | User Management: turn on/off “Roles and Permissions” page |
- users | User Management: turn on/off “SSO and users” page |
feedback | Turn on/off Feedback page |
never_twice | Turn on/off Never twice section |
- list | Never twice: turn on/off “List” page |
- view | Never twice: turn on/off “View” page |
- search | Never twice: turn on/off “Search” page |
trans_editor | Turn on/off Translate editor page |
studio | Turn on/off Studio section |
- backends | Studio: turn on/off “Backends” page |
- formats | Studio: turn on/off “Formats” page |
- input | Studio: turn on/off “Input” page (obsolete) |
- output | Studio: turn on/off “Output” page (obsolete) |
- projects | Studio: turn on/off “Projects” page |
sequence_columns_of_inbox | Customise Inbox table |
columns_headers | Specify columns of the table. Label - name which with be displayed on Inbox page, Field - field in db to present |
inline_headers | Specify additional information available after clicking + icon next to the record. Label - name which with be displayed on Inbox page, Field - field in db to present |
flexible_filters | Filters visible in the top bar |
inbox_thumbnail_view | turn inbox page by default to thumbnail view (obsolete) |
default_date_range | Default date range in inbox page. Options:
|
show_actions | Show actions |
inbox | |
- new_download_feature | (obsolete) |
- download | Download file |
- delete_full | Delete all data |
- delete_personal | Delete personal data |
- release_lock | Release lock from document |
- de_escalate | De-escalate document |
- set_lock | Lock document |
- set_escalate | Escalate document |
- reject | Reject document |
- reprocess | Reprocess document |
- reprocess_scratch | Reprocess document from scratch |
- copy | Copy document |
- move | Move document |
- export | Export document |
- import | Import document |
- download_combined | Download combined |
show_filters | Show filters: |
stats | On stats page |
- page_type | Page type |
- field | Field |
- date_range | Date range |
- correctness | Correctness |
- status | Status |
- evaluation | Evaluation |
inbox | On inbox page |
- page_type | Page type |
- field | Field |
- date_range | Date range |
- correctness | Correctness |
- status | Status |
automation | On Automation page |
- page_type | Page type |
- date_range | Date range |
- evaluation | Evaluation |
default_inbox_sorting | Sorting of documents on inbox page ASC, DESC by specified column (e.g. date) |
document_validation | (obsolete) |
predictions_preview | (obsolete) |