Key terms tab
The Key terms tab shows AI-extracted values for every key term defined on the document's type — clauses, dates, amounts, yes/no answers, and summaries that Emma pulled from this specific file. It is the document-level counterpart to the Key terms columns in the Matrix.
For managing key term definitions (creating, editing, reordering), see Key terms in the Matrix. For the overall viewer layout, see Document viewer overview.
Prerequisites
Key terms appear only when:
- The document is assigned to a document type that has key terms configured
- The document has finished AI processing
If the document has no type, or has type "Other" (AI could not classify), the tab shows guidance to assign a proper document type first.
If processing failed, an amber banner appears and extracted values may be missing.
Tab header and counts
The tab label shows Key terms (n) where n is the number of key terms with values (or configured terms awaiting extraction).
When exactly one document type applies and processing is complete, the tab header also offers:
Button | Action |
|---|---|
Generate key terms (sparkle icon) | AI suggests up to five new key terms for the document type |
Create key term (+) | Manually define a new key term on the document type |
These buttons mirror the same actions available in the Matrix and IRL Key Terms tab. They modify the document type definition, not just this file.
Key term list
Each key term appears as a collapsible row showing the term name. Click a row to expand it.
Expanded view
When expanded, a key term shows:
Section | Content |
|---|---|
AI summary | The extracted value — formatted according to the key term type (text, date, currency, yes/no, etc.) |
Reference navigation | When Emma found the value in multiple places, step through each location |
Reasoning button | A brain icon appears next to the paragraph-navigation controls. Click it to open a dialog showing the AI's rationale for the key term value. See Transparency: AI rationale below. |
Identify as risk | Flag this extracted content as a formal risk finding |
No references found badge | Shown when Emma extracted a value but could not link it to a PDF location |
Navigating to source evidence
Click a key term row to select it. Emma:
- Highlights all bounding boxes linked to that term on the PDF
- Scrolls to the first reference
- Updates the URL with
property_idso the selection is shareable
When multiple references exist, use the previous / next controls inside the expanded row to cycle through each location on the PDF. The highlight moves accordingly.
The reasoning button displays whenever an AI rationale is available, even if there are no bounding boxes to navigate.
This is the same navigation triggered when you double-click a cell in the Matrix Key terms tab.
Transparency: AI rationale for key terms
When you expand a key term, a small brain icon (the reasoning button) appears beside the reference-navigation controls if there is an AI rationale available for the extracted value. Click this button to open a dialog with an explanation of how the AI determined the key term — for example, why Emma concluded a certain date, value, or clause applies. This helps reviewers understand the logic the AI used and provides transparency for risk or disclosure discussions.
Only terms with available rationale will show the reasoning button. If no AI rationale is available, the button does not appear.
Key term types and display
Values render according to their configured type:
Type | Example display |
|---|---|
Text summary | Paragraph or clause excerpt |
Single line text | Short string |
Date | Formatted date |
Yes/No | Boolean answer |
Currency amount | Value with currency symbol |
Number | Numeric value |
The AI summary label indicates the value was machine-extracted. There is no inline edit for the extracted value in the viewer — correct it by updating the source in the Matrix or re-running extraction after fixing categorization.
Identify as risk
When a key term reveals something concerning — for example an unusual indemnity cap or a missing clause — click Identify as risk inside the expanded row.
This:
- Pre-selects all bounding boxes linked to the key term on the PDF
- Opens the Add finding dialog (same as drawing a bounding box manually)
- Lets you assign a check, risk level, and summary
The resulting finding appears in the Risks tab and throughout the Matrix and report. Use this when the extracted value is the issue, not just a free-form passage you would box manually.
Empty state
When no key terms exist for the document type, the tab shows:
No key terms yet — Generate or create key terms to capture important obligations and clauses.
Use Generate key terms or Create key term in the header, or configure terms from the IRL / Matrix as described in Key terms in the Matrix.
Multiple document types
When a file is assigned to more than one document type, the header buttons for generating and creating key terms are hidden because key terms are scoped to a single type. Assign one primary type for key-term extraction, or review terms separately in the Matrix filtered by type.
Comparison with the Matrix
Capability | Key terms tab (viewer) | Matrix Key terms tab |
|---|---|---|
Scope | One document | All documents of a type |
View extracted values | Yes | Yes (one cell per document) |
Navigate to PDF source | Yes | Yes (double-click cell) |
Edit key term definitions | Yes (when single type) | Yes |
Compare against reference | No | Yes (Comparing key terms) |
Export | No | Excel export |
Use the viewer tab when reviewing a single file in depth. Use the Matrix when comparing values across many documents of the same type.
Typical workflow
- Open the document after classification completes
- Switch to Key terms
- Expand each term and read the AI summary
- Click through references to verify against the PDF source
- When needed, click the brain icon reasoning button to review the AI's explanation behind the extracted value
- For concerning values, click Identify as risk to create a formal finding
- Cross-check unusual values against the Matrix compare view for the same document type
If you need additional help with the Key terms tab or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].
Updated on: 23/07/2026
Thank you!