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Introducing the Document Sidecar
Introducing the Document Sidecar

Learn to work with the sidecar for labeling and review

Updated over 6 months ago

Kodexa is introducing a feature called the Document Sidecar to boost productivity and streamline workflows. This feature provides easy-to-use solutions for handling documents and data. The Document Sidecar, part of Kodexa's workspace, will transform how professionals view, label, and review documents linked to data forms.

Bridging the Gap Between Data and Documents

The Document Sidecar aims to smoothly combine document review and data analysis. This offers a split-view feature, allowing users to easily switch between viewing a document and its related data. This is critical for industries like legal, research, financial, and medical, where data verification and annotation on the original document are essential.

Workspace Concept: A Unified Approach to Document and Data Management

The Document Sidecar is a key feature of Kodexa's workspace concept, which aims to create a unified work environment. It connects multiple documents and data forms interactively, allowing users to work within one interface. This significantly boosts efficiency by reducing the need to switch between different applications or windows.

Viewing and Labeling with Ease

A key feature of the Document Sidecar is that it lets users click on data form cells and instantly view the source document. This direct link ensures users never lose context and can quickly verify or annotate the document based on the selected data. This is crucial for tasks requiring precision and accuracy helping to maintain data integrity throughout the review process.

Enhancing Review Processes

The Document Sidecar makes viewing and labeling documents easier and improves the review process with tools designed for professionals handling large amounts of documents and data. Whether for compliance checks, data extraction, or qualitative analysis, the sidecar view allows detailed examination of documents alongside their related data, making review cycles quicker and workflow more efficient.

How to access Document Sidecar

  1. Open a Product.

  2. Go to Workspace > Data Forms > Extracted Data.

  3. Open the pane on right. Once a cell is selected in the "Extracted Data" sheet, the page should automatically highlight the data in the document.

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