Analysis Templates

An analysis template captures all of the options from a completed analysis — document summary settings, questions, comment analysis configuration, entity recognition, segmentation, and more — so you can apply the exact same setup again without reconfiguring from scratch.

Using a Template

When you open the analysis dialog fromNews → Analysis, from a bookmark, or from any other entry point, select theTemplatestab at the top of the dialog.

A dropdown list shows all templates saved by your organisation. Select one to instantly apply its settings. The dialog will switch to the Detailed view so you can review and adjust options before submitting.

If no templates have been saved yet, a hint is shown explaining how to create one.

Saving a Template

Templates are saved from theanalysis results dialog. After an analysis finishes:

1. Open the results for the completed analysis.
2. In the results home screen, find theMore optionssection.
3. ClickSave as template.
4. Enter a name for the template and confirm.

The template is immediately available to all members of your organisation in the Templates tab of any analysis dialog.

Managing Saved Templates

To view and delete saved templates, go toNews → Analysis Templates.

The page lists all document analysis templates saved by your organisation. To delete a template, click theDelete(bin) button next to it and confirm the prompt.

Deleting a template does not affect analyses that were already run using it.

Tips

• Give templates descriptive names that reflect their purpose, such as"Social post sentiment + entity analysis"or"Weekly article summary".
• After applying a template, switch to the Detailed view to tweak settings for a specific run before submitting.
• The Wording (LLM Wizard) tab can generate a starting configuration that you can then save as a template after reviewing the results.