You can code and binder individual documents from the coding panel in the review window. The coding panel exists in two states: collapsed and expanded.
Collapsed Coding Panel
By default, the coding panel is collapsed. While collapsed, the panel shows the current coding status of the document. You can see the current rating applied to the document, along with the total number of applied codes within particular categories, the total number of binders the document is part of, and the total number of individuals who have viewed the document.
To see more information (ie. the exact codes applied, the names of the binders, etc.) hover over the category label. A panel will appear where you can select and deselect codes and binders. Labels with white backgrounds are applied to the document; labels with gray backgrounds are not.
If the document is unrated/uncoded, the collapsed coding panel will instead display potential categories of codes that you may want to apply based on past coding behavior.
Expanded Coding Panel
To expand the coding panel to see all available rating, coding, and binder labels, click the caret icon in the center of collapsed coding panel, or press the spacebar on your keyboard.
Labels currently applied to the document will have white backgrounds; labels not currently applied to the document will have gray backgrounds.
To add a label to a document:
- Click on the label
- Label will turn white to indicate it has been applied
- Label will have dashed outline to indicate it has been changed in this viewing session
To remove a label from a document:
- Click on an applied label (white label with dashed outline)
- Label will turn grey to indicate it has been removed
- Label will have a dashed outline to indicate it has been changed in this viewing session
You can also create a new binder from the coding panel. Simply input the name of the binder in the “Add a new binder” label.
For details on how to expand using the coding filter and shortcuts, click here.
You can filter the labels in the coding panel by keyword. This can make it easier to quickly locate the appropriate label(s). Input characters into the filter box in the upper left, and the labels will filter accordingly.
Mutually exclusive coding categories
Some coding categories have a venn-diagram associated with them. This designates mutually exclusive categories, meaning that, at most, only one code in the category can be applied to the document at any given time.
The coding filter:
The coding filter provides an alternative mechanism for applying codes, notes, and binders to documents. Instead of using the coding panel, you can use the filter to search for and apply codes, binders, and notes. To learn more about the coding filter, click here.