Edit Text References in a Document

Create a new Text Reference

To add a new text reference to a document:

  • make sure no entity is currently selected
  • select the desired text reference type from the ontology view on the right
  • hold the control button on your keyboard
  • using your mouse, click and hold on the first word you want to markup
  • holding the left mouse button, move to the last word to markup

    Text must be selected from left to right.

  • release the left mouse button.

    Text reference will be created. If the current Document Processing Configuration declares the selected type as Document Entity Resolution , a new entity for that text reference will be created as well.

Delete an existing Text Reference

To delete a text reference, right-click on it, then select Delete ".

  • If this text reference does not belong to an entity, it is deleted immediately.
  • If this text reference belongs to an entity, but is the only text reference of that entity, it is deleted immediately, and the corresponding entity is also deleted.
  • If this text reference belongs to an entity, but the entity has more text references, a pop-up gives an option to delete all of the entity's text references in bulk.
Change the span of a Text Reference

To change the span of text included in the text reference:

  1. Select the text reference you want to edit

  2. Hold the CTRL key and highlight the text.

    Text must be selected from left to right.

  3. Select the Change Text Span of selected Text Reference option from the Create Text Reference dialog.

Change the Type of a Text Reference

To change the type of a text reference:

  • Select the desired text reference type from the ontology view on the right.
  • Right-click on the text reference to change.
  • From the menu, select Change Type .

Similar to deletion, if the text reference belongs to an entity that has other text references, a pop-up appears. The pop-up gives an option to change the type of all the text references of the entity.

Create a Text Reference and add to existing Entity

To create a text reference and immediately add it to an existing entity:

  1. Select a text reference belonging to an entity you want to merge to.
  2. Hold the control button on your keyboard.
  3. Use left mouse button to markup new text reference, as described in the Creating a new text reference section.
Create multiple Text References with the same text

To markup all instances of identical text:

  1. Create an example text reference.
  2. Right-click on that text reference.
  3. Select Edit all Occurrences .
  4. In the window that opens, select all instances of the same text you want to markup.