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Datasets let you create different views of your project collections so you can work with a focused set of documents. Instead of working with all documents in a project, you can group documents that meet specific criteria and reuse that grouping across tasks. You can use datasets when you need to:
  • Focus on a specific subset of documents
  • Reuse the same document set in multiple areas
  • Keep workflows, models, or review work scoped and consistent
Datasets can be used in:
  • Review batches
  • Models
  • Workflows
Each dataset represents a defined set of documents based on how it was created.

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Ways to create a dataset

You can create a dataset using any of the following methods:
  • Search filters. Create a dataset from documents that match selected filter criteria.
  • Search protocols. Use an existing search protocol to define which documents are included.
  • Saved searches. Create a dataset from the results of a saved search.
  • Document list. Manually select specific documents and create a dataset from that list.