Work with Extractions in the Document Review Window

This article covers how to generate and edit extractions while reviewing a document. You might use extractions on a document-by-document basis (rather than in a batch) if you are testing configurations for your extraction fields. It's also useful when you're doing fine-grained review work to make sure that the extractions for a given document are complete and accurate. 

To learn more about extractions, including how to generate them for a batch of documents at once, see our Create and use Custom Extractions article.

Requirements

To generate or edit extractions or field configurations, you must have Generate permissions for Summaries, topics, extractions, and doc Q&A.

The Extractions feature must be enabled on the Project Settings page. See our Manage and Track Everlaw AI Credit and Feature Use article for more details.

Use extractions for review

Required permissions:

• Anyone with View permission for  Summaries, topics, extractions, and doc Q&A can see and navigate extracted values. 
• To redact, you must have Create permission for Redactions.
• To add to notes, you must have Create permission for Notes and Highlights

If extractions have already been generated for a document, It can be useful to leverage the values during review of a document. You can use them like hit highlights to jump to the values, redact any sensitive values within the fields, and copy the values for use in a note or outside of Everlaw.

When you select the Show all relevant highlights button, each extracted value has arrow buttons to toggle through each instance of the value in the document. Use them to move forward or backward through the hits in the document.

The redaction options present within the Extractions tab mirror those available in the Hit Highlights tab. Use the redaction buttons to:

• Redact the current instance
• Redact all instances
• Delete redactions on all instances

To learn more about redaction with these options, see our article about redacting using Hit Highlights.

For generated fields, the three-dot menu has additional functionality to help in review.

Use the three-dot menu to:

• Copy extracted values for a given field  to your clipboard by selecting the three-dot menu > Copy to clipboard button
• Copy extracted values to a note by selecting the three-dot menu > Copy to note button
• Configure the field by selecting the three-dot menu > Configure field. See the section below for more detailed instructions.
• Delete all the extractions for the field by selecting three-dot menu > Delete response

Generate extractions for a single document

You can select the field(s) you want to generate extracted values for in two ways (both explained in the steps below): select from existing extraction field prompts and/or create a new extraction field prompt to generate from.

Up to 75 fields can be selected to generate extracted values at a time. Extractions are additive: users can configure multiple extractions for a given document, and new results will be added to existing results.

To generate extractions for a single document:

1. Open a document in the review window.
2. Open the Review Assistant context panel. Then select the Extractions tab.
   
3. Select the expand button to expand the Selected fields list.
   
   Here you can create new fields and/or select to run fields that were previously created in the project.
4. [Optional] To create a new field (which will be saved to the project):
   1. Select + New field.
      
      This opens a blank extraction field form.
      
   2. In the Name field, enter a name with which to identify the extraction field (e.g. contract date, patient name, indemnity language).
   3. In the Type field, choose the field type that should be used to define the expected format of the generated extractions. Your options are:
      • Text: The extractions are expected to be multiple words or sentences in length
      • Number: The extractions are expected to be numbers or references to numerical information
      • DateTime: The extractions are expected to be in datetime format or are references to dates and times
      • Entity: The extractions are expected to be names of entities, such as persons, organizations, or locations.
   4. In the Description field, enter a prompt that guides the AI on what information the field is intended to extract.
   5. Select Add field.
      This adds the new field to the project and returns you to the Select fields list. The new field is not selected by default, and must be selected to be run.
5. Select the fields you want to generate extractions for from the list.
6. Select Generate.
   
   The extracted results appear in the panel’s Generated fields section.
   

Edit field configuration

Once you have created and initially generated extracted values, you might find that you want to update the field configuration. To do so, select the three-dot menu for that field, then Configure field. 

This opens a configuration dialog with options to update the Field name, Description, whether or not it is Visible in project, and an option to Regenerate extractions on this document once field is saved.

To learn more about configuring a field, see our Create and Use Custom Extractions article.

Add, edit, and delete extracted values  

If you want to make changes to the values associated with a given field as you are reviewing a single document so it is ready for export, you can add, edit, or delete previously generated extractions.

 To add, edit, or delete extracted values: 

1. Make sure you're in the document's Extractions tab.
   
2. Scroll down to the GENERATED FIELDS section and select Show relevant highlights for the field you want to edit. 
   
   This expands the field and displays the tools for each extracted value.
3. [Edit a value] How you edit a value depends on the field type:
   1. To edit a datetime or number value, select the edit button. For numbers, enter a new value. For datetimes, use the date picker to select the date and time.
   2. To edit an entity or text type value, you can either edit by selecting text from the document or by editing the value directly:
      • To edit by selecting new text from the document contents, select the edit via text selection button, then highlight the text from the document that you want to replace the current value with. 
        This is a useful option when the current value comprises extracted text that is either too narrow or too specific, and you want to adjust the extraction to capture the precise range of relevant text.
      • To edit the extracted value directly, select the arrow button, then Edit. 
        
        This lets you type in the value. 
        This is a useful option if the extracted text is not exactly right for reporting purposes, but you want to retain the ability to jump to the location of the text in your document.
   3. Select Save to save the value.
4. [Add a new value] How you add a value depends on the field type:
   1. For a datetime and number value:
      • For numbers, enter a new value 
      • For datetimes, use the date picker to select the date and time
   2. For an entity or text value, you can either add the value by selecting text from the document or by typing in the value directly:
      • To select the value from the document's text, select New value, then highlight the text from the document that you want to add as a value. You should do this if there is a relevant value within the text of your document that wasn't picked up during the extraction generation.
      • To manually add a value, select the arrow button, then New value via text input.
        
        This opens a space for you to add the value.
   3. Select Save to save the value.
5. [Delete a value] To delete a value, select the arrow, then Delete.