View and Manage Synthetic Documents

Project Data > Analytics > Synthetic Documents

Requires Synthetic Documents - Add/Edit Permission, Delete requires Synthetic Documents - Delete Permission

The Synthetic Documents summary provides information about the Synthetic Documents available in the Project.

You can create a Synthetic Document to contain a block of text or terms that you want to find in another view within the Project. You can populate a Synthetic Document by adding text to the Synthetic Document text box, or by copying text selected from a document in the Document Viewer and using the Add Selected Text To > Synthetic Document option. You can then use the populated Synthetic Document to run a Search by Synthetic Document against a view. This search detects document similarity to the Synthetic Document content. You can also use an empty Synthetic Document if you by chance wanted to search for documents without text.

Synthetic Documents are identified by the icon .

Summary Information for Synthetic Documents

This summary lists the Synthetic Documents and provides the following information:

  • Synthetic Document Name – The name assigned to a Synthetic Document. See New Synthetic Document for the naming rules. You can click a given Synthetic Document name (shown in blue to indicate it is a hyperlink) to open that Synthetic Document. You can also double-click in the row to open that Synthetic Document.

  • Description – The description assigned to the Synthetic Document. Ideally, the description should help identify the purpose of the Synthetic Document.
  • Date Created – The date (full timestamp) on which the Synthetic Document was created (for example, 2018-09-05 10:13:13).

By default, the list is sorted by the name of the Synthetic Document (ascending order).

New and Selected Synthetic Document Options

To add a new Synthetic Document, use the New Synthetic Document option. You can select this option from the summary or by right-clicking Synthetic Documents in the tree.

When you create a Synthetic Document, the new Synthetic Document is added to the Project under Analytics > Synthetic Documents . You are redirected to the Synthetic Document tab for the new Synthetic Document so that you can add content to the Synthetic Document.

For a selected Synthetic Document in the Summary, the following options are available from the menu:

  • Search by Synthetic Document (right-click option) — You can right-click a given Synthetic Document and select this option to perform a similarity search based on the content of the Synthetic Document. To run this search, you must have saved the populated (or empty) Synthetic Document at least once.
  • Edit — Enables you to edit the name or description of a Synthetic Document. To edit the content of a Synthetic Document, use the Synthetic Document tab.
  • Delete — Enables you to delete a selected Synthetic Document after confirmation. This option is also available as a right-click option for a Synthetic Document.