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Document Review with Vincent Tables

Learn to use Vincent Tables to automatically extract data from documents. This guide shows how to perform bulk document analysis and organize information into dynamic tables.

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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.

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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.

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Step-by-Step Guide

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

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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.

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

Creating Your Table.

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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.

Connecting a Collection.

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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.

Add, Edit, or Delete Columns.

  • 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.

Edit Text Format.

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

Filter and Sort Your Table.

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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."

Interacting with Your Table Using the Chatbox.

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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.

Verifying and Exporting Your Results.
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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.

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

Download Your Work.

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Best Practices & Pro Tips

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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.

Save and Share Templates.
Custom Templates for Future Projects.

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