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List View in the Documents window

This view displays the documents in the selected document set in a flat structure, where each document is stand-alone, without any visible relationship to the other documents. The following columns of information are available:

Filename

Displays the file name for each document in the selected document subset. If any changes are made to a document that require saving, an asterisk (*) is displayed beside the filename.

Use

Note This column is displayed for the training document sets only.

Displays the confirmation state of each document in training set. By default, when a document is added to a training set, it is not confirmed and the Exclude Document Unconfirmed Document icon icon is displayed. Once the document is included, the Include Document icon is displayed.

Trained

Note This column is displayed for the training document sets only.

Displays whether or not the document was used for training. If a document was used for training, the field displays Yes. If a document was not used for training, the field displays No. If a document has been excluded from training or not yet trained, the field is blank.

Layout ID

Note This column is displayed for the training document sets only.

Displays an integer that indicates how a document relates to the other documents in the Extraction Set based on its layout. Documents with the same layout have the same Layout ID.

For example, invoices from the same vendor will have the same Layout ID. Invoices from other vendors will have different Layout ID values.

Conflicts

Note This column is displayed for the training document sets only.

Displays a list of fields where a conflict is present.

Validation Information

Note This column is displayed for the training document sets only.

Displays whether a document has validation information or not.

Classification Result

Displays the classification result when one or more documents are manually classified. This value can differ from the Assigned Class if there are problems with your classification settings or the assigned class is incorrect.

Confidence

Displays the classification confidence for each classified document in the selected document subset.

Assigned Class

Note This column is only displayed for the training document sets and benchmark document sets.

Displays the assigned classification result for each document in the selected document subset. This value is only populated if a document is successfully classified and confirmed, or if you manually assign the document to a class.

Additional columns can be added to the document results as required.

In addition to these columns, there is a shortcut menu that contains many options that can also be performed via the Documents or Process Ribbon tabs. The following options 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.
	Assign Class Select a class from the list for the selected document or documents.
	Include for Training Includes the selected document or documents in the classification set for the selected class.
	Exclude from Training Excludes the selected document or documents from the classification set for the selected class.
	Delete Removes the selected documents from their document subset.
	Recognize This option provides a list of available recognition engines so you can perform recognition for the selected document or documents.
	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.
	Reset Black & White Images Removes any existing black and white images. If you make any changes to the Color Conversion to Black and White settings on the Project Settings - General tab, the best practice is to remove old outdated images and regenerate your black and white images by re-training your project for classification.
	Clear Document Data Removes the classification and extraction data for the selected documents.
	Load Document 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 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
	Resolve Conflicts Displays the Resolve Conflicts window where you can compare conflicting documents and resolve the conflict by correcting field data.
	Edit This option provides a list of available editing operations the to test the selected document or page.