The Matrix page allows you to get an overview of all the things Emma was able to extract from the documents in the data room, organized in a nice table and grouped by document type. If you want get a high-level overview of what the Matrix is and what it can do for you, check out this article.
In the video and article below we go deeper into how you can manage the properties that are extracted and shown in the Matrix.
Properties
If you want to view the properties in the matrix, just click on the document type you are interested in. In the example below we selected Employment Agreements. Then scroll to the right in the Matrix until you see the properties.
Reorder Properties
To put the properties in a different order, just click the Reorder properties button at the top and drag the properties in the order you want.
Add Property
If you want to add an additional property to the Matrix, just click the Add property button and fill in a name and a description.
Here are a few simple guidelines to make it easy for the AI to recognize property and extract the right information from your document:
Imagine that you are explaining it to a young inexperienced intern.
Define what the property is about.
Describe in what clauses in in which part of the document the property can typically be found.
Edit or Remove Properties
If you want to edit a property, just click on the pencil button next to it's name.
If you want to delete a property from the Matrix, you can click on the garbage can.
If you need additional help on managing properties in the Matrix or you encounter any other problem, don't hesitate to reach out to us through the chat bubble in the bottom right or to contact [email protected]