People List Page

The People List page displays all People Profiles within the workspace. These profiles are primarily created by the Name Normalization and Entity Analysis (NN&EA) algorithm, which processes document data to identify unique names, email addresses, and their variations. The People List includes profile outputs from all NN&EA sets and any manually created People Profiles.

People List Overview

Algorithm Process: During a Name Normalization and Entity Analysis run, the algorithm:
- Identifies unique names and email addresses in email headers.
- Parses out first, middle, and last names.
- Pairs names with email addresses.
- Assigns name variations and email addresses to a single profile.
Manual Creation: People Profiles can also be manually created, and these are displayed alongside those generated by the algorithm.

Top Level Hits Banner

The Top Level Hits banner is displayed by default because profiles are initially filtered to show only top-level hits (profiles identified in the top-level From/To/CC/BCC fields).

· Removing the Filter: If you remove the Top Level Hits filter, the banner will disappear, and all profiles, including those found in nested email threads or the body, will be shown.

· Hiding the Banner Temporarily: To hide the banner without removing the filter, click the "x" button on the banner. This will keep the Top Level Hits filter active but remove the banner until you navigate away from the Entity Profiles page. Once you return, the banner will reappear if the filter is still active.

Filtering the People List

Column Filters: Use the filter options above each column to narrow down the list.
Set Filter: The Set drop-down menu above the People tab allows filtering by specific sets. The "All" option, which includes information from all overlaid documents across all sets, is selected by default and recommended for most use cases.
Top-Level Hits Filter: This filter narrows down profiles based on top-line participants from the From/To/CC/BCC fields of actual emails. It excludes profiles derived from email body content.

Keyword Search

Keyword Search: Users can search across all text fields in the grid using the search bar above the grid.

Default People List Columns

Below is a list of the default columns displayed on the People List page, along with their definitions:

Column Name	Description
Verified	Displays whether the profile has been verified. This is a manual verification step required by some contracts.**
Display Name	Includes a person’s First Name, Middle Name, Last Name, and Professional Suffix. Click on the display name link to navigate to the person’s profile page.
Function	Describes the role a person plays, especially concerning privilege review. Each profile can only have one function, which can be manually or automatically set.
Docs	Displays the total number of documents where this person appears in any email header (whether as a sender, recipient, or part of an internal email chain). This includes all instances where the person appears, regardless of whether their name appears in top-level fields (From/To/CC/BCC) or in nested email threads. Automatically updated during NN&EA runs.
Top Level Hits	Displays the count of times this person's profile appears in the top-level From/To/CC/BCC fields of emails we have access to. This focuses specifically on the most visible participants in an email, excluding occurrences of the person found deeper in email chains or the email body. This field highlights the most direct communicators in the data set.
Name Variant Count	Lists the number of unique name variants found in a single profile.
Email Domains	Shows the email domains associated with this person.
First Name	The first name of the person.
Middle Name	The middle name of the person.
Last Name	The last name of the person.
Key	Displays a star icon if the person is flagged as key. This is useful for filtering. The field is "No" by default and must be manually set to "Yes."
Custodian	Indicates if the person is a named custodian. By default, this field is "No" and must be manually set to "Yes."
More	Access the Details panel by hovering over the last column and clicking the More button. The Details panel contains additional profile information and edit options (detailed in a separate article).

Additional Columns (Available via Column Selection)

Here are additional columns that can be made visible using the COLUMN SELECTION button:

Column Name	Description
NameID	Used for looking up a name in the database.
Communications	The total number of documents where this person appears in the email metadata or at least one header.
Headers – Email Addresses	Email addresses for this person found in the headers of emails.
Headers – Names	Names used in email headers associated with the person.
Name Variant Count	Lists the number of unique name variants found in a single profile.
Potential Auto-Mailer*	Identifies profiles that are potential "auto-mailers"—email addresses that automatically send out emails on behalf of someone else.*
Professional Suffix	Optional professional suffix for a person, e.g., "Esquire."**
Primary Email	The email that the person most frequently uses. **
Primary Organization	The primary organization this person belongs to. **
Department	The department the person is associated with. **
Phone Number	The phone number for this person. **
Title	The person’s title. **
Address	The person’s address. **
City	The city where the person is located. **
Country	The country where the person is located. **
State	The state where the person is located. **
Zip Code	The zip code for the person’s address. **
Last Build Updated	Displays the last build time for the profile.
Top Level To Count	Displays the count of occurrences in the top-level "To" field in emails.
Top Level From Count	Displays the count of occurrences in the top-level "From" field in emails.
Top Level CC Count	Displays the count of occurrences in the top-level "CC" field in emails.
Top Level BCC Count	Displays the count of occurrences in the top-level "BCC" field in emails.

*Potential Auto-Mailer: This column identifies profiles that are potential "auto-mailers." An auto-mailer is an email address that automatically sends out emails on behalf of someone else. The Name Normalization and Entity Analysis process isolates these email addresses into separate profiles to prevent them from complicating the results. For example, "noreply@google.com" might send out automated emails on behalf of different individuals, which could lead to confusion if those emails were associated with the wrong person. By separating these auto-mailer addresses into their profiles, the system ensures more accurate results and prevents mixing up automated system emails with personal communications.

**Some fields, such as Zip Code, Phone Number, and Department, are never populated automatically by the system. These fields must be manually filled out if you want that information included in the People Profiles.

Sorting Columns

Sort Columns: Click on column names to sort profiles. Click once for ascending order and again for descending order. The default sort order is by Docs in descending order.

Export Button

Click the Export button to download the entire or filtered list of profiles to an Excel file. The columns displayed on the People List page are those exported.

Exporting with Filters: If grid filters are applied, including the Top-Level Hits filter, only the filtered content will be exported.
Exporting without Filters: If no filters are applied, the entire grid of profiles will be exported.

Custom Fields

In addition to the standard fields listed above, any custom fields created for this workspace can be displayed in the Column Selection modal window. These fields are user-defined and can be tailored to specific needs within the workspace.

People Profile Details

Click on the display name link to navigate to the person’s profile page, where you can:

View additional details about the person, including header and mention information.
Edit the person’s profile information.

The Details panel for further profile details is accessible via the More button in the People List(more information is provided in a separate article).