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Navigating using Labels

Learn how you can quickly filter and navigate using labels

Updated today

Overview

Label Navigation in Kodexa provides a powerful way to quickly find and jump to labeled regions in documents. Instead of scrolling through pages searching for specific data, you can filter, search, and navigate directly to labels using an interactive navigation panel.

What is Label Navigation?

Label Navigation is a document viewer feature that:

  • Lists all labels - Shows every labeled region in the document

  • Provides filtering - Search and filter labels by text, group, or page

  • Enables quick navigation - Click a label to jump directly to it in the document

  • Shows label details - Display label name, value, parent, and page number

  • Supports inverted view - Find labels that haven't been applied yet

Example use case: You're reviewing a 50-page contract. Instead of scrolling to find all "signature" labels, you filter the navigation panel to "signature" and see all 8 signatures listed with their page numbers. Click any signature to jump directly to it.

Accessing Label Navigation

In the Workspace

  1. Open a document in the Workspace

  2. The navigation panel appears on the left side

  3. Lists all labeled regions in the document

  4. Use filters and search to find specific labels

Navigation Panel Features

Filter Text Box

Search for labels by name or value:

  • Type in the filter box at the top

  • Filter applies to label names (case-insensitive)

  • Updates results in real-time as you type

  • Shows count of matching labels

Example: Type "invoice" to see all labels with "invoice" in their name

Group Filter

Filter labels by data group:

  • Multi-select dropdown below the filter box

  • Choose one or more data groups

  • Only shows labels from selected groups

  • Default: All top-level groups selected

Example: Select only "Line Items" group to see all line item labels

Show Labels With No Value

Toggle between two modes:

Normal mode (unchecked):

  • Shows labeled regions that exist in document

  • Each item displays the actual label instance

  • Click to navigate to that label in document

  • Shows label value and page number

Inverted mode (checked):

  • Shows available labels that haven't been applied

  • Useful for finding what's missing

  • Click + icon to add that label to selected text

  • Helps ensure completeness

Limit to Page

Restrict results to current page:

  • Checkbox to enable page filtering

  • When checked: Only shows labels on the page you're viewing

  • When unchecked: Shows labels from entire document

  • Useful for focused page-by-page review

Label List Display

Label Instance Cards

Each label in the list shows:

  • Color icon - Colored square with label icon (tag or page icon)

  • Label name - Name of the data element

  • Parent label - If label is in a group, shows parent

  • Value - Extracted or entered value for this label

  • Page number - Which page the label appears on

Click to Navigate

Clicking a label card:

  1. Jumps to the page containing the label

  2. Scrolls to the label's position

  3. Highlights the labeled region

  4. Opens Label Properties panel for that label

Using Normal Mode

Finding Labels

  1. Ensure "Show labels with no value" is unchecked

  2. Type in filter box to search by name

  3. Select groups to filter by category

  4. Optional: Check "Limit to page" for current page only

  5. List shows matching label instances

Navigating to Labels

  1. Scroll through the filtered list

  2. Find the label you want to view

  3. Click the label card

  4. Document jumps to that label's location

  5. Label is highlighted in the document

Result Count

Below the checkboxes:

  • Shows "{number} found"

  • Updates as you adjust filters

  • Helps gauge how many labels match

Using Inverted Mode

Finding Missing Labels

  1. Check "Show labels with no value"

  2. List shows labels defined but not yet applied

  3. Organized by selected groups

  4. Shows which data elements have no instances

Adding Missing Labels

  1. Select text in the document (required)

  2. Find the label you want to add in the list

  3. Click the + icon on the label card

  4. Label is applied to selected text

  5. Label now appears in normal mode

Result Count

Shows "{number} available":

  • Count of labels not yet applied

  • Within selected groups

  • Matching filter text

Common Workflows

Quality Assurance Review

Scenario: Verify all required fields are labeled

Steps:

  1. Check "Show labels with no value"

  2. Review list of missing labels

  3. For each missing required label:

    • Find appropriate text in document

    • Select the text

    • Click + on the missing label

  4. When list is empty, all labels are applied

Verification Workflow

Scenario: Check all invoice line items

Steps:

  1. Select "Line Items" group in filter

  2. Review count to confirm expected number

  3. Click each line item label

  4. Verify value and properties

  5. Make corrections as needed

Focused Page Review

Scenario: Review one page at a time

Steps:

  1. Check "Limit to page"

  2. Navigate to first page

  3. Review all labels on that page

  4. Move to next page

  5. List updates to show next page's labels

Finding Specific Labels

Scenario: Locate all signature labels

Steps:

  1. Type "signature" in filter box

  2. List shows only matching labels

  3. Click each to verify signatures present

  4. Clear filter when done

Performance Optimization

Virtual Scrolling

The navigation panel uses virtual scrolling:

  • Only renders visible label cards

  • Handles documents with thousands of labels

  • Smooth scrolling performance

  • Approximately 88px per row

Label Caching

Label names are cached for performance:

  • Avoids repeated string operations

  • Faster filtering as you type

  • Optimized for real-time search

Pre-sorting

Labels are sorted by page number once:

  • Not re-sorted on every keystroke

  • Consistent ordering by page

  • Better performance with large documents

Best Practices

  • Use group filter - Narrow results to relevant categories

  • Combine filters - Use text search + group filter + page limit together

  • Check inverted mode - Periodically verify no required labels are missing

  • Page-by-page review - Enable "Limit to page" for thorough reviews

  • Clear filters - Reset between different searches

  • Watch the count - Use result count to gauge completeness

  • Navigate efficiently - Use navigation instead of scrolling for long documents

Advanced Features

Parent Label Display

When labels are in groups:

  • Shows parent group name

  • Helps understand label context

  • Example: "Line Items" parent for "item_description"

Page vs Tag Icons

Different icons indicate label type:

  • Tag icon - Standard label on specific text

  • Page icon - Page-level label

  • Both use label's configured color

Group Path Filtering

Group filtering uses path matching:

  • Selecting a group includes all child labels

  • Hierarchical filtering

  • Nested groups work correctly

Empty States

No Results Found

When filter returns no matches:

  • Shows "No labels found" message

  • Suggests trying different terms

  • Clear filter or adjust search

Help State

Type "?" in filter box:

  • Shows help information

  • Explains how to use navigation

  • Quick reference for features

Troubleshooting

Labels Not Appearing

  • Check group filter - may have wrong groups selected

  • Clear text filter - may be filtering out labels

  • Uncheck "Limit to page" - may be on wrong page

  • Verify document has labels applied

Can't Navigate to Label

  • Ensure clicking on the label card itself

  • Check document is loaded properly

  • Verify label exists on the page it claims

  • Refresh workspace if navigation fails

Inverted Mode Shows Nothing

  • All defined labels may already be applied

  • Check group filter - may exclude all unused labels

  • This is normal if document is complete

Count Seems Wrong

  • Verify all filters are as expected

  • Check if "Limit to page" is enabled

  • Group filter may exclude some labels

  • Text filter is case-insensitive but exact substring match

Keyboard Navigation

While not explicitly in the UI:

  • Tab through label cards

  • Enter to select focused label

  • Use filter box with keyboard

  • Accessibility-friendly navigation

Tips

  • Filter text box searches label names (not values)

  • Group filter uses multi-select - can choose multiple groups

  • "Show labels with no value" inverts the list completely

  • "Limit to page" is useful for page-by-page review workflow

  • Click + icon in inverted mode to add labels to selected text

  • Result count updates in real-time as you adjust filters

  • Parent label shows context for nested/grouped labels

  • Page number starts at 1 (internal is 0-indexed, display adds 1)

  • Virtual scrolling handles documents with thousands of labels

  • Labels sorted by page number for consistent ordering

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