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Show Pane - Classification

Use the Show Pane to classify documents, apply coding fields, add dates, add summaries and smoothly transition between documents and attachments.

 

  1. To begin, click the Labels icon.



  2. In the Review Panel, you can view any coding fields which have been created.

  3. By default coding fields will appear grey. Pill shaped coding fields have three potential conditions: Maybe / Yes / No.

    Maybe : Grey
    This Labels field rests in the 'Maybe' position. This field may or may not apply to this document.



    Yes : Colour
    Click on a Labels field to apply it to the document. Labels fields that have been applied to a document will appear in the codes column in Grid View.



    No : Colour
    Click on a Labels field to negate it. This means the Labels field does not apply to this document.



  4. Labels fields with squared edges have special actions, which can be triggered when clicked: Date / Summary

    Date: Add a date.



    Summary: Click Summary field to add a brief summary of the document and its contents. Type a summary into the text field.



  5. Click Clear Coding to reset conditional Labels fields.



    All conditional Labels fields will be reset.



  6. Click Mark all others as no to set all Labels fields as No.



    All coding fields are set as No.