Hierarchy View in the Documents window

This view displays the documents in the selected document subset in a hierarchical structure. Each document is represented as an XDocument (.xdc) and this is represented using a Document Hierarchy View - Document icon icon. If you expand a document, all of its pages Hierarchy View - Page icon are displayed.

In addition to these documents, the following columns are displayed and are populated with data for each document.

Classification Result: Displays the classification result for a document.
Confidence: Displays the confidence of the classification result assigned to a document.

You can also use many settings on the Documents or Process Ribbon tabs. The following settings may be available only using the document shortcut menu, depending on the selected document set or item in the Hierarchy View:

Show Document

Opens the selected document in the Document Viewer window.

Add to Training Set of Selected Class (Classification)

Adds the selected documents to the Classification Set, assigns the selected class, and confirms the documents.

Add to Training Set of Selected Class (Extraction)

Opens the Edit Document window so you can add the selected documents to the Extraction Set.

Add to Training Set of Selected Class (Table Extraction)

Adds the selected documents to the Table Extraction Set for the selected class.

When adding documents to this training set recognition and table detection are performed on-demand for any documents that are missing OCR or table data.

Edit

This setting provides a list of available editing operations to test the selected document or page. This setting is available when in the Hierarchy view only.

Clear Data

Removes the classification and extraction data for the selected documents.

Load Data

Reads the XDoc and loads the classification and extraction data for the selected document or documents. This data is required in order for sorting, filtering, and benchmarks to work.

Open in Windows Explorer

Opens Microsoft Windows Explorer and displays the directory where the selected document is located.

Open in XDoc Browser

Opens the selected document in Kofax TotalAgility - XDoc Browser

In addition to these columns, there is a shortcut menu that contains many settings that can also be performed via the Documents or Process Ribbon tabs. The following settings may be available only using the document shortcut menu, depending on the selected document set:

Shortcut Menu Icon	Shortcut Menu Name and Description
	Show Document Opens the selected document in the Document Viewer window.
	Add to Training Set of Selected Class (Classification) Adds the selected documents to the Classification Set, assigns the selected class, and confirms the documents.
	Add to Training Set of Selected Class (Extraction) Opens the Edit Document window so you can add the selected documents to the Extraction Set.
	Add to Training Set of Selected Class (Table Extraction) Adds the selected documents to the Table Extraction Set for the selected class. When adding documents to this training set recognition and table detection are performed on-demand for any documents that are missing OCR or table data.
	Edit This setting provides a list of available editing operations to test the selected document or page. This setting is available when in the Hierarchy view only.
	Assign Class Select a class from the list for the selected document or documents.
	Recognize This setting provides a list of available recognition engines so you can perform recognition for the selected document or documents.
	Detect Tables Detects all tables on a document and stores that information in the XDoc.
	Classify Performs classification on the selected documents.
	Extract Extracts the data from the selected documents using the field and locator definition of the selected class.
	Process Performs classification and extraction on the selected documents.
	Clear Data Removes the classification and extraction data for the selected documents.
	Load Data Reads the XDoc and loads the classification and extraction data for the selected document or documents. This data is required in order for sorting, filtering, and benchmarks to work.
	Open in XDoc Browser Opens the selected document in Kofax TotalAgility - XDoc Browser
	Open in XDoc Browser Opens the selected document in Kofax TotalAgility - XDoc Browser
	Resolve Conflicts Displays the Resolve Conflicts window where you can compare conflicting documents and resolve the conflict by correcting field data. This setting is available only when there is at least one conflict to resolve.