In the VenioOne Platform, users can learn more about individual documents without even having to open them. The platform provides a document table, seen below, that lists each document with associated information. This information includes extracted metadata, as well as information collected during ingestion. For instance, users can see if a document is part of a family or if it was identified as a system or encrypted file during processing.
The fields displayed in the document table can be customized to suit a client’s needs. The VenioOne Platform allows users to do this customization themselves. However, our support team can also assist users in setting up fields relevant to their case. Both VenioOne interfaces provide a list of available fields to the user:
In the OnDemand interface, users add a field to the table by dragging it out of the list. To remove a field, users simply drag it from the table back into the list.
Similarly, clients using the VenioOne Web interface have access to a list within which they can rearrange and choose whether to include or exclude available fields. Once changes are made, the modified list is saved and the document table is refreshed to display the new layout.
Modifications to the document table are saved at a project level, as each case may require a different layout of fields. These settings are also user specific, allowing each user to create their own desired layout.
By clicking on a column header, users can sort the document table using the selected field. The metadata from the document table can also be exported in CSV format. Having that option has been useful for clients when preparing their schedule of documents.
The document table feature is used to display search results in both the VenioOne OnDemand and Web interfaces. It is also a main component of the OnDemand Review module, which we highlighted in a previous blog.