The Matrix gives you a structured overview of everything Emma extracted from your data room, organised in a table grouped by document type. You can reach it from the main sidebar under Matrix, or from the Matrix tab inside any document type on the Documents page.
Opening the Matrix
Click Matrix in the main sidebar.
In the left sidebar you will see all document types in your data room. Click one to load the table for that type.
Use the tab bar above the table to switch between Info, Risks, and Key terms.
If no document types appear in the sidebar, your data room does not yet have documents classified into types. See Categorize a single document to get started.
The three sub-tabs
The Matrix has three sub-tabs. Use the tab bar above the table to switch between them:
Info — document details and summaries (covered in this article)
Risks — one column per check, showing risk levels per document — see Checks and Risks
Key terms — AI-extracted values per document type property — see Key terms
The Info tab
The Info tab shows each document as a row with the following columns:
File — document name with a short AI-generated summary directly below it
Jurisdiction — the jurisdiction extracted from the document
Date — the document date
Summary — a longer AI-generated summary
Expected signatures — the number of expected signatories
Reviewed by — team members who have reviewed the document
You can show or hide individual columns using the column settings in the toolbar.
Resizable layout
Resize columns: hover over any column header edge and drag left or right. Double-click the resize handle to reset to the default width.
Layout is saved: column widths are remembered per document type and per sub-tab.
Resize the sidebar: drag the sidebar edge to make it wider or narrower.
Full screen: click the full screen button to expand the Matrix over the full main area.
Unsure categorization
If the AI was not certain how to categorize a document you will see a warning icon next to its name in any tab. Click the icon to open the categorization wizard directly from the Matrix. See Categorize a single document for more information.
The Matrix inside Documents
The Matrix is also embedded as a tab inside each document type on the Documents page (Documents → select a document type → Matrix tab). This shows the same table scoped to that document type so you can review risks and key terms without leaving the Documents workflow.
If you need additional help with the Matrix or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].