Patterns View

This page contains a detailed view into a Pattern Schema and the values that have been associated with each field. If the Pattern has a subschema, you can expand the menu using the triangle icon, which will allow you to click on a subschema to view its details.

You can click into a document to open the Records Editor with the various Schema Fields displayed for that Pattern.

The Document Viewer capabilities are covered in a subsequent section.

As with the Inbox-New view, you can reprocess or upload documents here. Note that when you upload a document directly in this Pattern View, the document will immediately be associated with the Pattern specifically. Observe the following treatment which appears while dragging-and-dropping a document directly to a Pattern:

Similarly, reprocessing a document will only process the document on the Pattern you are currently in. If you would like to run all active Patterns against your document, reprocess in the Inbox- New view.

Also similarly to the Inbox-New, you have the ability to toggle between "Team View" and "My Assignments" and only the Records associated with the documents that you have been assigned will appear. Please note that while you can toggle the view here to streamline your experience, the Inbox-New view is meant for assignments and is designed to have an assignment-centric view.

Note that the search function here works much like the search function in the Inbox- New view, but will search through all values in the table, even those that might be truncated due to space. For example, if you had a text value in a Field that spanned several sentences, you can still search in Pattern View to pull up records that have a given value even though that Field may only show the first few words.