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. 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 display recommended coding categories, and/or any pinned coding categories that you have pinned in the expanded coding panel.
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.
Codes or ratings currently applied to the document will have white backgrounds; ones not currently applied to the document will have gray backgrounds.
To add a code or rating to a document:
- Click on a code or rating
- Codes and ratings will turn white to indicate they have been applied
- They will also have dashed outline to indicate it has been changed in this viewing session
To remove a code or rating from a document:
- Click on an applied code or rating (white with dashed outline)
- Codes and ratings will turn grey to indicate they have been removed
- They will also 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. Finally, user fields created by your administrator will appear in the coding panel. You can click them to apply, and then edit the fields as necessary in the next step.
For details on how to expand using the coding filter and shortcuts, click here.
To pin a category to the collapsed coding panel, hover your mouse to the left of the category. You will see a light grey pin icon appear. Click the icon the turn the pin from light grey to dark grey. That category will be moved to the top of the panel (with the exception of “rating” which will always appear at the top). Subsequently pinned categories will fall beneath previously pinned ones.
When collapsing the panel, you will now be able to view your pinned categories. These categories will stay pinned within your project.
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.