Collection Summary

Introduction

You can summarise a collection by Document Properties, Ingestion Properties or Document Tags by selecting the Summary tab.

Summary Report

To view a summary of a collection:

  1. Select the Document Properties, Ingestion Properties or Document Tags tab.

  2. Complete the Category field and data field as required, and select Show.

The fields required can vary depending on the tab selected.

View matching documents

Select the count number to run a search query to find all documents with the matching properties/tags.

Export Summary to CSV

Select Export to export the summary to a CSV file.