# Document Review with Vincent Tables

### Summary

Learn to use **Document Review with Vincent Tables Workflow** to automatically **extract data from documents**. This guide shows how to perform **bulk document analysis** and organize information into dynamic, interactive tables that you can edit, filter, and export.

### Why This is Important

Reviewing large volumes of documents for key information, such as in due diligence or discovery is a time-consuming, manual process. **Document Review with Vincent Tables** automates this repetitive work, saving you hours and reducing the risk of human error. It allows you to intuitively analyze documents in bulk and quickly extract the exact information you need.

### Step-by-Step Guide

Vincent Tables offers a powerful way to extract and organize information from your documents. Here's how to get started:

#### 1. Creating Your Table

Navigate to the **Vincent Tables** section to begin. You have two main options to create your table:

* **Let AI Create It (Recommended):** Simply describe the information you need in plain language. For example, type *"create a table to extract key information from technology supplier contracts."* Vincent will automatically generate a comprehensive table with the most relevant columns for your task.

{% tabs %}
{% tab title="English Interface" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2F2Ue05snguNtCqL0s9iy7%2FLet%20AI%20Create%20It.gif?alt=media&#x26;token=031a32f0-018d-4a7a-9183-70377f9bd201" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2F4TEzRnSS9iHyZ3F86IBr%2FCaptura%20de%20pantalla%202026-01-29%20a%20las%2010.34.53%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=9c3cf1c7-cb2d-4acf-ad03-7aa38b4730bd" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

* **Create from Scratch:** Manually define each column yourself, specifying what information you want to extract.

{% tabs %}
{% tab title="English Interface " %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FbYwo2SCjoAOtnZ4RZyD1%2FCreating%20Your%20Table.%20(1).gif?alt=media&#x26;token=72a6e07b-581c-43e6-a233-e752715a906d" alt=""><figcaption><p>Creating Your Table.</p></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español " %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FgGyX9uxHd63kig3Lb1XA%2FCreating%20Your%20Table..gif?alt=media&#x26;token=65147b50-3b14-418f-a4c1-1083e795f86b" alt=""><figcaption><p>Creating Your Table.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

#### 2. Connecting Your Documents

Once your table structure is ready, connect a **Collection** to it. Vincent will then process all the documents in that collection, whether it's ten or a thousand and begin populating your table with the extracted information.

{% tabs %}
{% tab title="English Interface " %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FoiAw0z5TaRCq0GEGoj7l%2FConnecting%20a%20Collection..gif?alt=media&#x26;token=5a8a606e-8904-4f56-bc52-759dc725e106" alt=""><figcaption><p>Connecting a Collection.</p></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español " %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FwiG1fDYOeTHBH2ipTqvo%2FConectar%20una%20Coleccio%CC%81n..gif?alt=media&#x26;token=f6605ecd-f26c-46d0-b33a-e3ca2e21bc37" alt=""><figcaption><p>Conectar una Colección.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

#### 3. Editing and Refining Your Table

The tables are fully dynamic, allowing you to make changes on the fly without reprocessing the entire document set.

* **Add, Edit, or Delete Columns:** You can easily add new columns, remove ones you don't need, or edit an existing column to change the question being asked.

{% tabs %}
{% tab title="English Interface" %}
![Add, Edit, or Delete Columns.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FaYpgsLHZ6SV3KbGKZCox%2FAdd-Edit-Delete-Columns.gif?alt=media\&token=7edc1a1b-9ccc-4c7c-9e40-15f57c74d19f)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FxOBC3oCb1XQmUyQ12KOT%2FAgregar%2C%20editar%20o%20eliminar%20columnas..gif?alt=media&#x26;token=66b31f58-275d-4b2e-823d-0ac5a04e79e3" alt=""><figcaption><p>Agregar, editar o eliminar columnas.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

* **Change Output Formats:** For any column, you can change the expected output format (e.g., from **Text** to **Date** or **Number**) to ensure the data is structured correctly.

{% tabs %}
{% tab title="English Interface" %}
![Edit Text Format.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FRFYTzsCWiog6ZANyRRFk%2Fimage%20\(6\).png?alt=media\&token=5271f431-c213-4401-8495-bf2c0a535be5)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FWmIRrH28IJ7uNf4qmMVn%2FCaptura%20de%20pantalla%202026-02-02%20a%20las%2011.08.20%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=d8808023-6b8c-4ac0-bc0c-a1f1fa4dc33c" alt=""><figcaption><p>Editar formato de texto.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

* **Filter and Sort:** Use the built-in tools to filter, classify, and sort the data within your table to quickly find what you need.

{% tabs %}
{% tab title="English Interface" %}
![Filter and Sort Your Table.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FLz8CVtKvZRNUQoyVmzJE%2Fimage%20\(7\).png?alt=media\&token=d8f01c1d-f318-448b-bf21-fdaf9e1fb101)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FSVqsZzN5zsbtnwrH7YMg%2FCaptura%20de%20pantalla%202026-02-02%20a%20las%2011.12.39%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=db0ec645-ed8c-43a5-a920-211e6f400eea" alt=""><figcaption><p>Filtra y ordena tu tabla.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

#### 4. Interacting with Your Table via Chat

You can have a natural conversation with your table to perform further analysis or modifications. Simply open the chat panel and ask:

* **For new information:** *"Add a column with the price."*
* **To summarize findings:** *"Which of these contracts are currently in force?"*
* **To generate a work product:** *"Write an email to my client summarizing the key obligations for these suppliers."*

{% tabs %}
{% tab title="English Interface" %}
![Interacting with Your Table Using the Chatbox.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FrbZGJ5EsOJHQCrRPJgYn%2Fimage%20\(8\).png?alt=media\&token=8ce60f9b-9f82-43c5-9334-b5cae082153d)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FlTgyGUNaFyAITxr2winZ%2FCaptura%20de%20pantalla%202026-02-02%20a%20las%2011.15.44%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=a56f3496-fb57-4c25-a483-1c123c157a6e" alt=""><figcaption><p>Interactuar con tu tabla usando el cuadro de chat.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

#### 5. Verifying and Exporting Your Results

* **Verify with a Click:** Every piece of information in the table is linked directly back to the specific clause in the source document where it was found. This allows for instant verification and builds complete trust in the data.

{% tabs %}
{% tab title="English Interface" %}
![Verifying and Exporting Your Results.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FKxpwtYa3Qasva7enPEnx%2FVerifying-Exporting-Results.gif?alt=media\&token=b591befd-6bbf-4be1-9e7c-8003610e0245)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FF13S8LgwEr30djgrEhF1%2FVerificar%20y%20exportar%20tus%20resultados..gif?alt=media&#x26;token=dcf1864c-7202-4fea-bb3b-8337215d6a09" alt=""><figcaption><p>Verificar y exportar tus resultados.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% hint style="success" %}
**Trust but Verify with Enhanced References:** Vincent is built on transparency. You can instantly verify any source by hovering over the blue highlighted text to see the original quote, or clicking to view the full document in context.
{% endhint %}

* **Download Your Work:** Once you are finished, you can download the entire table as a **CSV** or **Excel** file for use in other applications.

{% tabs %}
{% tab title="English Interface" %}
![Download Your Work.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2Fl4sJjGEjI83k8ZiNnSfW%2Fimage%20\(9\).png?alt=media\&token=94cad0d2-9e24-4cd3-bfca-bcb807d04ee3)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FdTGnVGFTnIeCdX4m2mVd%2FCaptura%20de%20pantalla%202026-02-03%20a%20las%208.52.24%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=7fd2c331-6b82-4194-8127-d09363a9f620" alt=""><figcaption><p>Descarga tu trabajo.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

### Best Practices & Pro Tips

{% hint style="info" %}
**Save and Share Templates:** Once you create a table structure you like, save it as a **Template**. You can reuse your custom templates for future projects or share them with your entire organization to standardize your firm's data extraction processes.
{% endhint %}

{% tabs %}
{% tab title="English Interface" %}
![Save and Share Templates.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FRBvB3JKH6aSHm9oWPoop%2FSave%20and%20Share%20Templates.gif?alt=media\&token=a7f7b747-3477-4311-a61f-000bc8c163a7)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FDjxEwEXu1LD8DvUdHyMb%2FGuardar%20y%20compartir%20plantillas..gif?alt=media&#x26;token=45781d4c-5116-490e-bfcf-c24e49716060" alt=""><figcaption><p>Guardar y compartir plantillas.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="English Interface" %}
![Custom Templates for Future Projects.](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FLJASEnndOVkIcT2R3goI%2Fimage%20\(10\).png?alt=media\&token=13ad54e6-8749-4057-9946-56ee5539421d)
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FATR47qmjZDhQLhm5rhEf%2FPlantillas%20personalizadas%20para%20proyectos%20futuros..gif?alt=media&#x26;token=1f03453b-7a3c-4b8e-8eba-c2061031359c" alt=""><figcaption><p>Plantillas personalizadas para proyectos futuros.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

### Relevant Video Content

{% tabs %}
{% tab title="Versión en Español" %}
{% embed url="<https://vimeo.com/1104068509?share=copy>" %}

{% endtab %}
{% endtabs %}

### Related Articles

* [Integrating Your Firm's Data with Vincent](https://support.vlex.com/vincent-by-vlex/vincent/core-workflows/integrating-your-firms-data-with-vincent)

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| **New to Vincent?**                                                                                                                                                                                        | **Already a Vincent Customer?**                                                                                                                            |
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