View summary of tagged documents

You can view the summary of tagged documents, including the number of documents tagged with each field or field value in a Coding Form.

Perform the following procedure to view the summary of tagged documents.

1. In the Project page, click REVIEW or ANALYZE>INSPECT.

2. On the left navigation pane, click .

3. In the CODING FORMS pane, perform the following actions.

   1. To view the fields and the field values of a coding form, click to open a Coding Form. To close a Coding Form, click .

      • All applicable fields show the number of documents tagged per field. These fields do not include read-only fields.

      • Short text, boolean, and single or multiple choice fields also show the number of documents tagged per value.

      • The number of documents with a specific field or field value in a coding form may vary in Inspect and Review, depending on whether you promote documents in Inspect or conceal documents in Review.

   2. To view all documents with a specific field or field value, click the field or field value. The CODING FORMS pane closes to show all documents with that field or field value in the Document List.