Small Changes, Big Difference – Part 2
We made too many enhancements in the 11.5 release for me to cover in one post, so today I’ll pick up where I left off.
In this post, I’ll look at these enhancements:
- View Interconnected Dashboard and Grid in Two Separate Windows
- Hover Over Column Name to Get Field Name
- View Numbers with Decimals in Numeric Columns
- More Obviously Leave Print Process without Ending It
- Take Advantage of Search Builder Enhancements:
- Get Automated Search Suggestions
- Follow Advanced Search Shortcuts to Popular Search Options
View Interconnected Dashboard and Grid in Two Separate Windows
You can display the Dashboard and the Grid in separate windows and on separate monitors. When you do something in one window, such as modifying your search, the contents of the other window update automatically. This function also works when you are in the Heatmap view.
To display Reveal 11 in two windows, select the Popout feature in the upper right corner:
The Popout option will create a separate tab for your Grid or open the Grid in a new window, depending on your browser settings:
If you have two or more monitors, you can move one of the panels to a separate monitor.
The two windows are fully synchronized. If you make changes in one window, the changes will automatically be updated in the other window.
To restore the popout window to the sidebar, select the Restore Sidebar button in either window:
Hover Over Column Name to Get Field Name
When you hover over the column name in the Grid, you now can see the field name associated with the column.
The content in Reveal is organized into Projects. Each Project consists of a database and related files and resources. The databases are comprised of fields.
Each field has two names, the Field Display Name and the Field Name or Field Table Name. The Field Display Name is the name that users see when they are working in the platform; it also is the name that appears at the top of columns in the Grid. The Field Display Name is meant to be easily understood by users. The Field Name is the name stored in the back end of the database. It is a unique name – it only is used for a single field in the database, but it does not necessarily make immediate sense to users.
In the database used for this exercise, there is a field where reviewers can record a reason why they think a document is privileged. The Field Display Name for that field is Privilege Reason. The Field Table Name is TAG_SET_4.
View Numbers with Decimals in Numeric Columns
Some fields are Numeric. These fields contain numbers with a decimal point that can be followed by up to 17 digits, numbers such as 3.14159265358979323.
Numeric columns in the Grid now show at least two decimals, rather than rounding up to the nearest whole number. This is particularly useful for columns with score such as duplicate scores or similarity scores:
More Obviously Leave Print Process without Ending It
When you are Reveal 11, you can print images of documents, a function we have supported for a long time:
Now, when you leave the printing process, the loading page says CLOSE instead of CANCEL. This clarifies that you can resume other activities within the document viewer while the document continues to be processed in the background:
If you select CLOSE, the print job continues to run. Once the print job is done, you will receive a notification email message. You also will be able to download the printed file. To do this, first select Jobs:
In the Jobs section, select Print, click on the down arrow, and select Download:
Take Advantage of Search Builder Enhancements
Get Automated Term Suggestions
When you type a keyword or concept into the Search Bar, Reveal 11 presents you with automated term suggestions related to what you type. In addition to keyword and concept searches, Reveal now also suggests values related to metadata filters such as Entities, Emotional Intelligence, Fields, Model Scores, and Tags.
If you were to start to type privilege, for example, Reveal might suggest the following values that you could add to your search:
Follow Advanced Search Shortcuts to Popular Search Options
When you open Advanced Search, Reveal now presents four popular search options: Term List, Keywords, Concept, and Folder:
If you select Term List, that opens the Term List Search pane:
To read about using the Term List Search capability, go to Search in Reveal 11: Term List Search.
If you select Keywords, that opens the Keyword Search pane:
If you click on the question mark icon next to Keyword Search, that brings up a short overview of keyword searching in Reveal as well as links to two help pages with more information, How to Search Keywords and Reveal Query Language:
To read about using Keywords in Reveal, go to Search in Reveal 11: Keyword, Concept, or Both.
If you select Concept, that opens the Concept Search pane:
To read about using Concepts in Reveal, go to Search in Reveal 11: Keyword, Concept, or Both.
If you select Folders, that opens the Folders pane:
The Folders pane gives you the ability to quickly add folders to your search just by checking boxes.
Work Folders: You could choose one or more Work Folders to add to your search. Work Folders are the results of previous searches, filters, selections, or samples of documents created by user action. You might create a Work Folder that contains documents tagged as key, you could have one containing documents with image labels, and so on. Once those Work Folders are created, you can add them to you search by selecting the desired boxes and choosing Add to Search:
Document Folders: You could choose to add one or more Documents folders to your search. Document Folders reflect the original custodian folder structure and content, structure you might see if you went to File Explorer on a PC or Finder on a Mac:
Assignments: Documents can be assigned to individuals for them to review using Reveal’s Assignments feature, a process called batching. Where documents have been assigned (and where you have been given rights to see those assignments), you can select assignments and add them to your search:
Admin Views: For those with administrative access, the Admin Views folder gives the ability to select documents based on metadata connected with the documents and criteria used to collect the documents:
You could, for example, select a batch of documents assigned a reviewer, and add that to your search:
And There’s More
What I showed today are just a few of the recent enhancements to Reveal 11, additions that help you enjoy the highest quality speed to insight in the industry.
For more information about how Reveal can empower your organization, contact us.