Create and extract attribute values from documents - Walkthrough

Go to the Collections page.

Select one of the sample collections.

Select the Adjust attribute view icon.

Find and select your new attributes.

A maximum of seven attributes can be added.

Select Apply to populate the page with the selected attributes.

The collections page refreshes to display the selected attributes as column headers and shows extracted values inline with the document they were extracted from.

Optional: Select a document to review it individually.

The right-hand panel shows all enabled attributes for that document, including extracted text and citations that link to the exact location in the document.

Select the Attributes tab to open the list of attributes.

Find and select the attribute you want to refine.

The attribute definition is opened automatically.

Select the Evaluate attribute button under the definition. 

Select up to 10 documents to evaluate. 

Select documents that you expect to contain the attribute you are evaluating.

• All files are selected by default. Use the collections dropdown to filter your document list to a single collection.
• Use the Search by File Name field to filter the list of documents to only display documents with the searched-for name. string.

Select the Evaluate files button.

The page refreshes to show a table of documents with the extracted attribute to the right of the file name and the attribute description at the bottom of the page.

Review the Detailed attribute description to provide context for your evaluation.

Hover over a document row, and select the Review button.

The page refreshes to display the location in the document where the value was extracted, and a copy of the content that was extracted to the right of that.

Use the Back button to return to the list view.

Review each document in turn to see how the attribute description evaluated and extracted the data.

Over several documents you will likely see a trend that either affirms that the attribute is properly being extracted, or isn't.

When the attribute isn't extracting the correct values, use the Show Explanation button to insert a new column that includes the reasoning of the AI for why that content was selected for this attribute.

This provides insight into how you might adjust the attribute description and refine it for your purpose.

Once you have a grasp of why the attribute extraction is happening like it is, edit the Detailed attribute description directly in the evaluation page and Save it.

After the description is updated, the Re-analyze documents button is exposed.

Select Re-analyze documents to see how your updated description impacts the extraction process.

It's worth spending some time repeating steps 8-11 until your results are as expected.

If you continue to have unacceptable results, use the Advanced options in the attribute definition to provide positive and negative examples.

1. Return to the Attributes page
2. Select your attribute.
3. Expand the Advanced options 
4. Enter 1-5 examples to help the AI understand what you are or are not looking for.

Open the collection that contains extracted attribute values.

(Optional but recommended) Have the attribute you want to filter by displayed. This will provide some visual feedback regarding how your document set is reacting to the filtering.

Filters can be applied without having the attribute displayed.

Select the Filter data button to open the filter builder in the right hand context panel.

Select + Add filter to open the first filter definition.

The filter definition contains two elements:

• Filter by - This dropdown list contains all of the enabled attributes available to the user in the account.
• Condition - This dropdown contains a dynamic list of options that can be applied to the selected Filter by attribute. It can be as simple as two elements (e.g., Before and After) or a larger list for more subjective values.
  • Some conditions will require additional input values to provide meaningful content, and those fields will be dynamically added as the filter is built.

Define the filter based on the attributes you want to explore within the confines that matter.

The filters being applied are displayed as tiles across the top of the document list. They can be removed by selecting the X on the right side of the tile.

Repeat steps 4-5 to layer in the boundaries to extract the data that you need.

Go to the Collections page and select the collection from which you want to extract the attribute data.

Select the documents from which you want to extract the data.

In the Document Attributes panel, select the ellipsis and pick the Export extracted data menu option.

The page refreshes to display the Export extracted data panel.

All attribute groups are listed, with the individual attributes nested within them.

Select all of the attributes you would like to export.

Select Export when all of the germane attributes have been selected.

A message is displayed indicating that the export is underway, and in short order, a CSV file with the attributes and their values for each document selected will be downloaded to your local system.