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Hover in front of the file name and select the box that appears to view the scan details for the file. This includes the history of the actions taken against the file. If action is required for the file, you can approve or reject the file from in the file summary panel.

The file name is a link that will open the file from its native location in a new browser tab. The connection settings for the data source are used to open the file. If the document was edited since the last scan (deleted, renamed, etc.), the link may not work. Links are available only for Microsoft Office 365, Microsoft OneDrive, Microsoft Teams, Network File System (NFS), Dropbox, Dropbox for Business, Google Workspace, Google Shared Drive, and Google Drive. Note the following behaviors based on platform.

• Network File System (Windows, Samba, and FS): Browsers may block the opening of shares or local paths.

• Microsoft SharePoint and SharePoint Online (Microsoft Office 365, OneDrive for Business, and Teams): SharePoint doesn’t provide a Web view URL, so if the browser doesn’t support a Web view for a document type, it will download the document instead of displaying it in the browser.

• Dropbox (Dropbox, Dropbox for Business, and Dropbox Teams Drives): For admin mode connections without authentication, the root path email address is used to identify the path of the item, so you must authenticate as the that user.

You can close the panel by selecting the hide icon (right arrow) on the top-right side of the panel.

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Evaluating an Item

You can select to view an evaluation of each file in the results. This provides a list of all entity types found within the file. You can access the evaluation from the Results grid or the the file details panel.

1. Select the ellipses (…) on the end of the row in the Results grid or at the top of the file details panel.

2. Select Evaluate item.
   

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3. The evaluation modal displays and lists all entity types that were identified for the file. It also includes the confidence rating for each entity. Note that if you have the capture_classification_context setting enabled, you will have the option to view the information in the file that triggered the match.
   

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4. Select Done to close the modal.

Retrying Items

The Assignment status column displays the processing status for each item (Pending, Action needed, Failed, Processing, or Complete). You can select any items in the list and flag them to be reprocessed in the next scan.

1. Click the box in front of the files that you want to retry. A check mark displays in the box to indicate the file has been selected.

2. Click the Process selected items link that displays at the top of the page (next to the total item count).

3. The items will be flagged for retry the next time the policy runs. The Assignment status will display as “Failed” until the next policy run completes and a new status is assigned. If the policy is set to run on a schedule, this will occur at the next scheduled time. If the policy is not scheduled, you will need to manually trigger a scan.

Exporting the Results Report

Use the Export report option to export the report to a csv file. The export includes the information displayed in the grid as well as some additional information. Use the link below to download a sample export that lists the column headers for the export and provides descriptions and sample entries for each column.

⬇ Download sample export