Documents tab

Displays the Open Document Set window where you can select the location and type of documents for a document set.

Reloads the last saved state of the selected document subset and discards any unsaved changes.

Closes the selected document set so that it no longer is displayed in the list of document sets. The associated documents are not removed from their original location, and the document set is still available from the "Recent Documents" list.

Saves any changes made to the documents in the selected document set, including changes to modified document subsets.

Saves any changes made to the selected document set and corresponding document subset.

Creates an empty document subset for the selected document set.

Opens a window so that you can select documents to add to the selected document subset.

Displays a window where you can type a new name for the selected document subset.

Makes a copy of the selected document subset and displays a window so that you can provide a name for the newly copied document subset.

Opens the Clustering window so that you can organize the selected documents into clusters or classes.

Deletes the selected document subset from the document set. The associated files are not removed from their physical location so they can be used in the future.

Navigates to the previous document in the batch.

Navigates to the next document in the batch.

Opens the Assign Class pane within the Documents window so that you can assign documents to a class.

Adds the selected document or documents to the Classification Set for the active class in the Project Tree.

Adds the selected document or documents to the Extraction Set for the active class in the Project Tree.

Opens the Edit Document window so that you can configure a document in your Extraction Set.

Removes the select documents from the document subset.

Opens the Document Viewer window and displays the selected document.