Workbook content view

When viewing the data items (content) within a workspace, workbook, or hold, you will see the action ribbon, filter pane, and content list. Based on your selected preferences and permissions, you may also see the content view and content 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 data items in Analyze, you can see whether a data item has been collected, has had grammar values extracted, or has been tagged. View the full metadata, assigned tag reporting groups, and entities found within the document. You can also download individual unstructured documents for viewing offline.

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

  • The Grid view (grid view icon) includes the content list, but displays different information than the content list in the list view. In this view, you cannot see the content of the selected data item and the detail pane is not available.

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

  • The Detailed view (detailed view icon) includes the content list, the content view pane, and the detail pane. In this view, you can see the content of the selected data item, if available. The detail pane includes data analysis, tag information and actions, and metadata information.

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

  • Preferences (preferences icon) 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 content view pane or click Detail to show the detail pane, 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 grammar values visible or click Masked View to show the item content with the values for configured grammar rules fully or partially masked.

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