Timeline - Overview and Navigation

Overview: Learn how to use the Timeline on Page to view a complete chronology of everything extracted from your client's uploaded documents.

What Is the Timeline?

  • The Timeline is a complete chronology of everything Page extracted from the documents uploaded to your client. It gives you a full overview of how the case evolved over time without any condition-specific lens.

Sorting and Navigation

  • By default, entries are sorted from most recent to oldest. Click the sort button to switch to oldest to latest.
  • Use the jump to date feature to go directly to a specific date.
  • Click on the date distribution to see the number of entries by year. Use the drop-down menu to view it by month.

What You See for Each Entry

  • A quick summary of the relevant subset of pages within a document.
  • A link to the underlying document with the page range it's sourced from and the file ID.
  • A confidence indicator.
  • Click the link to open the PDF Viewer and view the underlying document. All information in Page is always referenceable back to its source.

Filtering and Searching

  • Filter by predefined filters, custom File Groups, or individual file types.
  • Search by individual keywords, which searches the underlying text extracted from the C-file.
  • Apply Saved Views you previously created.
  • Filter by bookmarks.
  • View archived entries, which applies to both Timeline and Conditions.

Settings

  • Toggle file type by color on or off.
  • Show notes inline.

Actions

  • All the same actions available in the Conditions tab are available in the Timeline, including bookmarking, editing, adding to conditions, adding to Case Plan, and more.
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