Organizations List Page

IN THIS ARTICLE:

The Organizations List page lists all the Organization Profiles in the workspace. Organization Profiles are created by the Name Normalization and Entity Analysis (NN & EA) algorithm. During a run, the algorithm identifies unique email domain names across all email headers in a set, then creates an Organization Profile for each unique email domain. Associated documents and people are linked to these profiles. For details on how Organization Profiles are created and updated by NN & EA, see the Name Normalization & Entity Analysis Details article. Organization Profiles can also be manually created when an email address with a new unique domain name is manually added to a person's profile. The Organizations List includes profile outputs across all NN & EA sets and any Organization Profiles generated from manual updates to People Profiles.

Organizations list filtering

Filter the Organizations list by adjusting/toggling the filter options above each column—clear filters by pressing the red x above the list in the blue "Filtered Results" bar. Filters only change the display for that particular user. Filters will remain in place until the session ends. You can filter by setting using the Set drop-down above the Organizations tab. "All" is selected by default, including information from all overlaid documents across all sets, which is the recommended view for most use cases. Selecting a specific set in this list will filter the list view to only show information associated with documents in the selected set.

Default Organizations columns

By default, the following columns are displayed on the Organizations List page:

Column Name	Description
ORGANIZATION NAME	The name of the organization. This is auto-populated by MA, using the email domain name. This can be manually updated in edit mode.
DOMAIN	The email domain associated with this organization. This is auto-populated by MA and cannot be updated, even in Edit Mode.
ORGANIZATION TYPE	Helps describe an organization and is similar to the People Profile functions. There are four default Organization Types, and in some situations, these default types are auto-assigned by MA during a Name Normalization and Entity Analysis run: Education—MA auto-assigns this type to all organization domains that end in .edu Government—MA auto-assigns this type to all organization domains that end in .gov Law Firm—MA uses a pre-built library to auto-assign this type to over 1,800 law firm domains Personal—MA uses a pre-built library to auto-assign this type to over 100 personal email domains such as Gmail, Yahoo, Hotmail, etc. This field can be manually updated with Bulk Update or in Edit Mode for Organizations where the type is not auto-assigned, or for situations where you want to change the auto-assigned value. This field can also be updated using auto-classification rules in the Name Normalization and Entity Analysis settings. Additional custom types may be created for Organizations in Organization Profiles.
KEY ORGANIZATION	Displays a star icon if this organization is flagged as key. Mark an organization as "key" for easy filtering. By default, this field is "No" and must be designated "Yes" manually. Key is for filtering and tracking and has no additional functionality associated with it.
PEOPLE	The number of People Profiles associated with this organization (profiles that have an email address matching this organization's email domain).
DOCUMENTS	The number of documents where this organization's email domain appears in an email header (top-level or subsumed message headers).

Sorting columns

Sort the Organizations List by clicking on column names to list profiles in a certain order. Click once to sort in ascending order, and click again to sort in descending order.

By default, the list is sorted by People in descending order. Changing the default sorting order only updates the sorting for that particular user. Changes to the default sorting order will remain in place for that user until the session ends.

Resizing columns

Hover over a column header in the Organizations List to display the borderline. Resize the column by dragging the borderline left or right.

Changing the default column sizes only updates the sizing for that particular user. Changes to the default column sizes will remain in place for that user until further updated.

Adding and removing columns

There are additional fields available that are not displayed by default. You can choose which fields you want to see in the Organizations List, which fields you want to hide, and the order the columns appear using the Column Selection button. The following columns are hidden by default but can be included in the Organizations List using Column Selection:

Click the Column Selection button on the Organizations List page to open a modal window that displays Available and Selected columns. Selected Columns are displayed in the Organizations List, while Available Columns are hidden.

Use the blue arrows to move the Available Columns to the Selected Columns section. Red x's move the selected columns back to the Available Columns section. Type a column name in the filter at the top to find the name. Available Columns are sorted alphabetically (ascending by default). Adjust this sorting to descending or back to ascending by clicking Sort.

Add All and Remove All appear when no rows are checked and this allows you to move all columns from one section to the other. If one or more rows are checked, Add Selected and Remove Selected will move only the selected rows from one section to another. The checkboxes at the top allow you to check or uncheck all rows in a section.

Press SAVE to update the columns displayed in the Organizations List. Changing the default column selection only updates the column display for that particular user. Changes to the default column display will remain in place for that user until further updated.

Reordering columns

From the COLUMN SELECTION modal window, click the checkbox of the column name or names you wish to reorder in the Selected Columns section. "Hamburger" icons appear when hovered over, and the cursor changes, allowing you to drag and drop column names in the desired order. Changing the column order only updates the column display for that particular user. Changes to the default column order will remain in place for that user until further updated.

EXPORT LIST button

Click the EXPORT LIST button to download the entire or filtered list of profiles to an Excel file. The columns downloaded and exported to a list are based on your column selections on the Organizations List page. If the column is displayed in the list, it will be exported. If the column is hidden, it is not exported.