Native View (PDF) and Spreadsheet View text sets may need to be manually generated for viewing in Document Viewer. Both of these text sets can be created in Reveal Web through the Review Grid.
Important
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How to use this document
This document will outline the minimum required settings needed to generating Native View (PDF), or Spreadsheet View. In general, you will be:
Isolating your data by file type.
Indexing the data to generate text sets.
If you’ve performed advanced searches or indexed documents before, the below workflows can be used as reference to select the necessary settings to create your text sets. If you are unfamiliar with advanced searches or indexing, please use this document in tandem with our Use Advanced Search and Index Data – Web articles. Both these articles explain how to use these features in their entirety.
Convert native files to PDF
I. Isolate non-spreadsheet files
In the Review Grid, open Advanced Search.
Click +Add.
Select File Extension with the following parameters:
Select IS as your operator.
Click the Items checkbox to select all listed file extensions. The selection box will summarize the currently specified number of items and documents for the search.
Uncheck all spreadsheet file types available in the list. Note the updated values in the selection box.
Click ADD TO SEARCH.
With this search pill present in the Advanced Search box, click SEARCH.
With the search results in Grid view, click Index in the Review Grid toolbar.
In the Settings tab, set the following parameters:
Specify a readily recognizable Job Name.
Native Views may be indexed here at Native View or Spreadsheet View or Select All.
Native View Templates may be left Default Template or Intake Imaging.
Text Sets may be indexed here as Extracted, Extracted PDF, Native View, OCR/Loaded or Transcription.
Clear the Generation Options used for detect color and add alerts to unindexed documents.
Document Filter may be left at All Documents or Unindexed and Error Documents. This field is required. may be left unselected.
A checkbox labeled Skip Redacted or Annotated Documents will be checked.
Note
If Negative View is selected, this checkbox will be checked by default. If Native View is selected and the user unchecks this box, a warning message will be displayed. If Native View is not selected, the checkbox will not appear at all.
Click SUBMIT to proceed; job Notifications will automatically be sent to the current user.
CONFIRM the indexing job to proceed.
You may open the Jobs screen at the navigation sidebar at left and go to Indexes to follow the progress of the job.
Convert Spreadsheet Files to Spreadsheet View (Blackout)
Here, you will only be indexing spreadsheet file types.
Open Advanced Search and +Add a search for file extension to locate the File Extension field as shown in Items 1 and 2 of the Convert Native Documents to PDF section.
Select File Extension with the following parameters:
Select IS as your operator.
Select all the spreadsheet file types from this list that are supported (see Supported File Types – Spreadsheet View). Note the updated values in the selection box.
Click ADD TO SEARCH.
With this search pill present in the Advanced Search box, click SEARCH.
With the search results in Grid view, click Index in the Review Grid toolbar.
In the Settings tab, set parameters as shown under Item 6 in the Convert Native Documents to PDF section, but this time setting Native Views to Spreadsheet View.
Click SUBMIT to proceed; job Notifications will automatically be sent to the current user.
CONFIRM the indexing job to proceed.
You may open the Jobs screen at the navigation sidebar at left and go to Indexes to follow the progress of the job.