The Info tab is the default tab when you open the document viewer. It shows everything Emma knows about the file beyond risks and key terms — metadata, AI-generated summary, categorization, signature status, bundle membership, and duplicate warnings.
For the overall viewer layout, see Document viewer overview.
Document name and source
At the top of the Info tab you see the document's display name with a file-type icon.
Hover the name to see a tooltip with:
Source — the integration or "Manual Upload" where the file came from
Folder path — the full path in the data room
Uploaded — date and time the file was added to Emma
Edit — click to rename the display name (up to 180 characters). The original filename is preserved; the display name is what appears in lists, the Matrix, and reports. Other team members see a presence indicator if someone else is editing the name at the same time.
Document types
The Document types section shows every IRL document type the file is assigned to. Each entry displays the area number and name, document type number and name, and a status badge when the AI was unsure.
To change categorization:
Click the document type field to open the type selector
Search for and select the correct type
Save — Emma re-runs relevant extraction for the new type
You can assign multiple document types to one file when it genuinely belongs in more than one category. See also Categorize a single document.
If the AI flagged unsure categorization, a warning appears here and in the file list. Use the Review duplicates flow (below) to open a consolidated warning dialog.
Summary
The Summary section contains an AI-generated overview of the document's content and purpose.
Click the summary text to edit it inline with a rich markdown editor
Changes save automatically and appear in the Matrix Info tab and exports
A presence badge shows if another reviewer is editing the summary simultaneously
Summaries are especially useful in the Matrix, where a short version appears under the file name in the Info tab.
Possible duplicates
When Emma detects files that may be duplicates of the current document, a Possible duplicates section lists them with upload timestamps.
Click a duplicate name to open that file in the viewer
Click Review duplicates to open a warning dialog that summarises all issues: unsure categorization, processing errors, and duplicate files
Exact content duplicates and same-filename matches are both surfaced. Resolving duplicates early prevents double-counting in risk analysis and reports.
Jurisdiction
The Jurisdiction field shows the governing law or jurisdiction Emma extracted from the document.
Click the combobox to search and select a jurisdiction from your organisation's list
Changes apply immediately and update the Matrix, filters, and exports
If Emma did not extract a jurisdiction, the field is empty until you set one manually
Legal entities
The Legal entities section lists companies or parties identified in the document.
Use the multi-select combobox to add or remove entities
Entities are shared across the data room — type to search existing ones or create new entries
Legal entity tags power filtering on the Documents page and grouping in the Matrix
Signature review
When Emma detects signature blocks or an expected signature count, a Signature review section appears.
Element | Description |
Expected signatures | AI-estimated number of required signatories (when available) |
Page navigation | Previous / next buttons to jump between pages containing signature bounding boxes |
Mark as fully signed | Toggle to record that all required signatures are present |
Clicking a signature navigation button scrolls the PDF to that page and clears any other selection highlights so you can inspect the signature area clearly.
When marked fully signed, the toggle shows who confirmed it and when. Click again to mark as unsigned if needed.
Signature bounding boxes appear as detections on the PDF — use them alongside the page navigation to verify execution status during due diligence.
Bundle
The Bundle section manages disclosure bundles — groups of a main document and its annexes reviewed as one package.
When the file is not in a bundle:
Click Add to bundle to create a new bundle with this file as the main document, or add it as an annex to an existing bundle
When the file is the main document:
See all annexes listed with drag-to-reorder support
Add or remove annexes
Swap which file is the main document
Delete the entire bundle
When the file is an annex:
See which main document it belongs to
Remove it from the bundle
When all files in a bundle are PDFs, opening the main document merges them into a single scrollable view in the file panel. See PDF viewer — Disclosure bundles.
Processing status
If the document has not finished processing, sections that depend on AI output (risks, key terms) show loading states or warnings in their respective tabs. The Info tab remains usable for manual metadata edits throughout processing.
A blue progress banner below the sidebar header shows the current pipeline step (for example "Extracting text", "Running checks") while processing is active.
Actions available from the sidebar header
While on any tab, the sidebar header provides:
Approve — mark the document reviewed; see Document viewer overview
Actions menu — add to or remove from the disclosure schedule (when enabled for your organisation)
Close — exit the viewer
Typical Info tab workflow
Confirm the document type is correct — fix it immediately if the AI miscategorised
Read the summary and edit if the AI missed nuance
Set jurisdiction and legal entities if missing or wrong
Check duplicates and resolve any unintended copies
For contracts, use Signature review to verify execution
Group related files in a Bundle before reviewing annexes together
Click Approve when metadata review is complete, then move to the Risks tab
If you need additional help with the Info tab or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].