Assessment Interface

The Standard Page Layout structure will be used throughout Canopy’s interface. Document Review, Entity, and Upload/Processing pages will generally conform to the same layout and components. The Standard Page Layout has been designed for ease of use, increased flexibility, and more efficiently targeted data mining.

Menu Nav Bar

1. The Menu Navigation Bar enables you to create, view, and select a project, as well as access the main functions of application, including Review, Entities, Data, and Analytics; settings, alerts, user personal info, support, and product documentation are also accessed here.

Page Actions Bar

2. The Page Name identifies the current page; pages include Documents, Entities, and Upload and Processing.
3. The Search Bar is used to enter search queries.
4. Search Actions include specific actions for a particular page.
5. Manage Views is used for saving views, searching views, and sharing views.
6. View Modes is used to toggle between different views on a particular page.
7. The Filter Panel is used for easy application or removal of filters.
8. Page Actions include actions specific to a particular page.

Data Grid Row Selection Bar

The Data Grid Row Selection Bar only appears when rows are selected on the Data Grid.

9. The Select Rows area displays the number of rows currently selected, and allows the user to select or clear all rows.
10. The Select Actions buttons include actions specific to a particular page.

Data Grid Actions Bar

The Data Grid Actions Bar provides visual cues indicating which data is in scope; it also provides capabilities to change the scope by adjusting and removing filters.

11. The Search Query is displayed in this bar.
12. Applied Filter chips show current filter selections and can be scrolled through or cleared.
13. Applied Facet chips show current column filter selections and can be scrolled through or cleared.
14. The Select Columns icon is used to show, hide, re-order, pin/unpin, and apply filtering to columns.
15. The Export icon is used to export review results.
16. The Sort icon is clicked to sort in ascending or descending order. The dotted arrow indicates where the multi-sort icon will be located on certain pages. A multi-sort dropdown box is then used to sort multiple columns, in order.

Data Analysis Grid

17. Info or Actions specific to a particular page will always be displayed in this column.
18. The Column Fields show selected columns that can be filtered, sorted individually, re-ordered, pinned/unpinned or hidden from view.

Footer

19. The Background Processing Task Status is displayed here.
20. Canopy’s Patent Number is displayed here.
21. Pagination information and actions are found here.

Search queries are entered into the search bar. After a query is typed in the search bar, the magnifying glass icon will change to an X for clearing the search:

Queries with multiple values will be abbreviated inside the bar, but will be shown in total when the search bar is clicked:

The currently displayed search query is displayed in abbreviated form in the green text below the search bar. A tooltip will show the complete search entry:

Clicking Save Search will save a search so that it can be recalled later using Advanced Search. Clicking Advanced Search drops down a menu of additional options specific to a particular page:

Search history can be seen in a dropdown by clicking on this icon in the search bar:

We are in the process of developing functionality to save a user’s complete view (search + fields + filters) to be able to share or export. Until saving views is fully operational, the Save View button will serve to save a search and filter combination:

The same buttons will change to these icons when the filter panel is open:

On the top right of the Documents page, you can toggle between Document List or Gallery View:

The Gallery View page provides the same functionality as the Document List page:

Gallery View also contains fast filter tabs for document type, file extension type, image classification and a toggle to cluster near-duplicate images:

On the top right of the Entities page, you can toggle between the Raw Entities or the Consolidated List Views:

Advanced Filters leverage Canopy’s AI detection to help reviewers organize detected data. Advanced Filters can be applied via a dropdown by clicking on the large filter icon in the upper right corner of the screen. When Advanced Filters are applied, they will also be represented in the blue chips seen above the Data Grid:

The Protection and Detection tab contains filter tags created by Canopy, while the Review and Analysis tab contains filter tags created by users.

You can select All or Any when applying filters. Clicking on the filter icon at the top of the panel will remove all applied filters. Clicking on the middle icon at the top of the filter panel will enable you to select filters. Clicking on the X will close the Filter Panel:

The Data Grid includes functionality that will be consistent throughout each page of our interface. Features of the Data Grid include the following:

Columns can be selected from a dropdown by clicking on the bento box icon on the right side of the Data Grid Actions Bar. The columns selected from the checkboxes in the dropdown will appear on the Data Grid.
Columns can be selected for filtering from the column dropdown or directly from the column headers by clicking on the filter icon, which will turn green when selected:

Columns selected for filtering will also be represented in the light gray chips above the Data Grid, for easy navigation:

Filtering can be removed from a column directly from the chips, by clicking on the X. Columns selected for filtering can be scrolled through by clicking on the >. All columns selected for filtering can be removed at once by clicking on the filter icon seen here:

Reviewers can filter on each column using dropdowns aligned to specific fields. Filter types will include the following:

The Date Filter will appear for required fields, such as Email Send Date:

This Multiselect Filter provides filtering options for fields that contain a limited set of values, for example, Confirmed Entities:

In this filter, entries in the text box will be saved, even if you select another radio button.

Clicking is all of the selected or is any of the selected will enable the checkbox for is none of the selected. In the example above, this means that clicking is all of the selected will filter documents with Confirmed Entities AND No Reportable Data AND NONE of the documents with only No Reportable Data. Clicking on is any of the selected will filter documents with Confirmed Entities OR No Reportable Data AND NONE of the documents with only No Reportable Data.

This Multiselect Filter provides filtering options for fields containing a single known value:

The Number Filter enables you to select an exact match or a numerical range for required fields, such as Total PII Count:

The Number With Unit Filter includes the option to select units for required fields, for example, File Size:

The Time Filter appears for required fields, such as Audio Duration:

The Unique Value Search Filter appears for fields always containing one value, like Document ID:

The Unique Value Search With Value Filter appears when fields can be empty, like Name:

You can enter multiple values in the search boxes in both Unique Value Filters in two ways. Using Document IDs for an example, you can type either 1FG2G55FGF OR 2FG2G55CGF OR 3FG2G55FGF or 1FG2G55FGF 2FG2G55CGF 3FG2G55FGF.

Selected columns can be de-selected from the column selector dropdown or from the individual column header to hide from view:

You can click on the arrow on each column header to sort in ascending or descending order:

On the Entities page, the column selector dropdown enables you to click on multiple columns to sort in order of selection. Click on Save to implement your selection:

Columns can be re-ordered by clicking, dragging and dropping them within the column selector dropdown.

Columns can be pinned to the left or right by clicking on the pin icons inside the column selector dropdown:

Rows can be selected from the checkboxes in the Info column on the left of the screen. You can click on this tab to select all rows, or click on the broom icon to clear your selection:

You can click these buttons to take actions for selected rows. The Documents page shows the following action icons:

1. Tag Documents
2. Untag Documents
3. Apply Alt Workflow
4. Remove Alt Workflow
5. Mark as Not Reportable
6. Approve
7. Reject

In Gallery View, when the Images filter from image types is applied and one or more images are selected, the Re-classify Images button will appear:

Selecting Metadata provides a checkbox to include the comments column in the metadata:

Selecting Documents requires you to enter the number of documents per folder, as well as the file naming convention:

Selecting Metadata and Documents includes an additional checkbox to export native files’ extracted text as individual text files:

Selecting Merged Entity List or Raw Entity List includes the option to export to a single file or multiple files and provides a checkbox to split Other Personal Info into separate columns:

Selecting Merged Entity List or Raw Entity List provides the options listed above, and includes a field to enter an entity limit per file: