The Key terms tab shows AI-extracted values for every key term defined on the document's type — clauses, dates, amounts, yes/no answers, and summaries that Emma pulled from this specific file. It is the document-level counterpart to the Key terms columns in the Matrix.
For managing key term definitions (creating, editing, reordering), see Key terms in the Matrix. For the overall viewer layout, see Document viewer overview.
Prerequisites
Key terms appear only when:
The document is assigned to a document type that has key terms configured
The document has finished AI processing
If the document has no type, or has type "Other" (AI could not classify), the tab shows guidance to assign a proper document type first.
If processing failed, an amber banner appears and extracted values may be missing.
Tab header and counts
The tab label shows Key terms (n) where n is the number of key terms with values (or configured terms awaiting extraction).
When exactly one document type applies and processing is complete, the tab header also offers:
Button | Action |
Generate key terms (sparkle icon) | AI suggests up to five new key terms for the document type |
Create key term (+) | Manually define a new key term on the document type |
These buttons mirror the same actions available in the Matrix and IRL Key Terms tab. They modify the document type definition, not just this file.
Key term list
Each key term appears as a collapsible row showing the term name. Click a row to expand it.
Expanded view
When expanded, a key term shows:
Section | Content |
AI summary | The extracted value — formatted according to the key term type (text, date, currency, yes/no, etc.) |
Reference navigation | When Emma found the value in multiple places, step through each location |
Identify as risk | Flag this extracted content as a formal risk finding |
No references found badge | Shown when Emma extracted a value but could not link it to a PDF location |
Navigating to source evidence
Click a key term row to select it. Emma:
Highlights all bounding boxes linked to that term on the PDF
Scrolls to the first reference
Updates the URL with
property_idso the selection is shareable
When multiple references exist, use the previous / next controls inside the expanded row to cycle through each location on the PDF. The highlight moves accordingly.
This is the same navigation triggered when you double-click a cell in the Matrix Key terms tab.
Key term types and display
Values render according to their configured type:
Type | Example display |
Text summary | Paragraph or clause excerpt |
Single line text | Short string |
Date | Formatted date |
Yes/No | Boolean answer |
Currency amount | Value with currency symbol |
Number | Numeric value |
The AI summary label indicates the value was machine-extracted. There is no inline edit for the extracted value in the viewer — correct it by updating the source in the Matrix or re-running extraction after fixing categorization.
Identify as risk
When a key term reveals something concerning — for example an unusual indemnity cap or a missing clause — click Identify as risk inside the expanded row.
This:
Pre-selects all bounding boxes linked to the key term on the PDF
Opens the Add finding dialog (same as drawing a bounding box manually)
Lets you assign a check, risk level, and summary
The resulting finding appears in the Risks tab and throughout the Matrix and report. Use this when the extracted value is the issue, not just a free-form passage you would box manually.
Empty state
When no key terms exist for the document type, the tab shows:
No key terms yet — Generate or create key terms to capture important obligations and clauses.
Use Generate key terms or Create key term in the header, or configure terms from the IRL / Matrix as described in Key terms in the Matrix.
Multiple document types
When a file is assigned to more than one document type, the header buttons for generating and creating key terms are hidden because key terms are scoped to a single type. Assign one primary type for key-term extraction, or review terms separately in the Matrix filtered by type.
Comparison with the Matrix
Capability | Key terms tab (viewer) | Matrix Key terms tab |
Scope | One document | All documents of a type |
View extracted values | Yes | Yes (one cell per document) |
Navigate to PDF source | Yes | Yes (double-click cell) |
Edit key term definitions | Yes (when single type) | Yes |
Compare against reference | No | Yes (Comparing key terms) |
Export | No | Excel export |
Use the viewer tab when reviewing a single file in depth. Use the Matrix when comparing values across many documents of the same type.
Typical workflow
Open the document after classification completes
Switch to Key terms
Expand each term and read the AI summary
Click through references to verify against the PDF source
For concerning values, click Identify as risk to create a formal finding
Cross-check unusual values against the Matrix compare view for the same document type
If you need additional help with the Key terms tab or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].