| Minimum Software Version | 8.Y.X |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
When using Single Document Analysis, the order in which information is added to worksheets can affect your efficiency and speed of working. The recommended order is: Organisations (US), Characters, then Events. This enables information to be linked together using the relevant worksheet after using Single Document Analysis.
Step 1: Run Single Document Analysis
- Select the Document/Transcript.
- Select the Analysis tab in the Details panel to run the analysis.
Step 2: Add Organisations
- Select the Document Analysis tab.
- Select Organizations from the dropdown.
- Select your chosen organisations to be added to the worksheet.
- In the Actions dropdown, select +Add to Organizations.

Step 3: Add relevant People
- Select People from the dropdown.
- Select your chosen people to be added to the worksheet.
- In the Actions dropdown, select +Add to Characters.
You can now link those characters to the associated organisations using the Characters worksheet.
Step 4: Add Events
- Select Events from the dropdown.
- Select your chosen people to be added to the worksheet.
- In the Actions dropdown, select +Add to Chronology.
You can now link those events to the associated characters and organisations using the Chronology worksheet.
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