Data view
- Danielle Rubas (Deactivated)
The page tag
The page tag indicates which format should be applied to the current page. This is relevant when more than one type of page can appear in a document or when multiple type of documents can appear in the same inbox.
In the screenshot here, the page tag is 'Mutuality list'
The pending actions
This will show the user how many actions are still required on the document level and on the page level. The actions on the page level are further broken down in (1) actions per table (see below) and (2) unrecognized lines.
You can see in the screenshot above that there are 7 pending page actions; seeing as this is only a one page document, the number of page actions is the same as the number of document actions.
The data tables
There are two types of data tables
The fields table that contains individual text and tag fields
Other tables that contain tabular information (rows)
You can access the different tables through the tabs in the data view. Each tab will hold a badge showing the number of actions that the user is still expected to take on the table. Please refer to Exception-based review for an explanation on how to navigate quickly from action to action.
The Fields table: individual fields
In this table, we show the different fields of interest that have been identified, in addition to placeholders for mandatory data that has not been found yet.
The screenshot above is a view of the fields table (here still called the metadata table).
Here you can see the columns 'label', 'content' and the smaller columns with the 'x' or 'v'. The last column (x or v) are there for quick actions: approve (v) or disapprove selection for that field (x)
In the Labels-column, you will find the name or category of the requested info.
In the Content column, you'll find the information extracted out of the document for that label.
Other tables: tabular information
For tabular data, only one column header is fixed upfront: the row type. This behaves very similarly to the label for the fields table.
The other column headers are user-defined depending on your business need.
The 'x' and 'v' now don't just reject or approve one field, but an entire row. If there's a row with information that was detected in the footer of the document for example, and is nog needed in the final output result, you simply click the 'x' and the row is deleted.
Bulk actions
At the bottom of the tables, you will find the "Validate all" and "Reject all" buttons (see screenshot at the indiviual fields explanation). These will validate or reject all individual lines in the document.
Table navigation and shortcuts
To more conveniently move around tables, use the following shortcuts below:
TAB to move to the next cell
SHIFT + TAB to go to the previous cell
UP to move to the cell above
DOWN to move to the cell below
When you are in the specific cell you can copy or swap values:
Swap:
ALT + UP to swap with the cell above (LEFT ALT)
ALT + DOWN to swap with cell below (LEFT ALT)
Copy:
CTRL + UP to copy to the cell above
CLTR + DOWN to copy to the cell below
Sections
Sections visualise document splitting: when a document is made up of multiple logical sections, then we want to make sure we can reflect this both in what you see on the screen and in what we eventually send back as the final result.
A section is essentially a contiguous set of pages which should be considered jointly (e.g., header information on first page applies to all pages of the section) and that has one and the same underlying format.
This is visualised both in thumbnail view and in the data table by chaining the different pages together. You can easily connect or break the section links between pages by clicking on the visual clues.
Illustration 1 - thumbnail view: See the chaining icons in the thumbnail view in the illustration below. The double chain icon is a button that allows to “chain-all” with one click or “unchain-all” with one double-click.
Illustration 2 - data view: See the chaining icons in the data table view below. These chains are interactive even in the data view. Try it out by clicking on the space between two chains to link them together, and clicking on an existing link between two chains to unlink them.