Reviewing Documents in AlphaSense – Help Center

Review source documents, find relevant passages, and take action on insights in AlphaSense

Open a Document
Use Keyword Hits to Find Relevant Mentions
Review the Document Header
Document Viewer Tools
Ask Questions about a Document
Best Practices

Use the Document Viewer to read, search, save, and take action on source documents in AlphaSense. You can open the Document Viewer from document search results, a Generative Search citation, alerts, saved content, or other areas of the platform.

The Document Viewer helps you move from a high-level answer to the original source so you can verify context, review the full document, and capture insights for your workflow.

Open a Document

When you open a document from the search results page, AlphaSense displays two main areas:

Keyword Hits pane: Shows mentions of your search terms and related Smart Synonyms.
Document Viewer: Shows the full source document.

Use Keyword Hits to Find Relevant Mentions

The Keyword Hits pane helps you move quickly through the most relevant parts of a document.

Use Keyword Hits to:

See every mention of your search terms.
Review related Smart Synonyms.
Select a snippet and jump directly to that section of the document.
Scan nearby context using the proximity window.

Keyword Hits works like an enhanced find-in-document tool. Instead of only matching exact words, it also helps surface related language so you can find important context faster.

Note: To Collapse the Keyword Hits pane and make more room for the document, select the paper magnifying glass icon near the upper-left area of the document. Select the icon again to reopen the Keyword Hits pane.

Review the Document Header

The Document Header gives you access to document actions and research tools.

To view more tools, select the dropdown arrow in the document header. Available tools vary by document type, content source, and your AlphaSense permissions.

Document Viewer Tools

Use the tools in the Document Viewer to save, share, analyze, and reuse insights from the source document.

* These tools are available only for specific document types.

Ask Questions about a Document

Use Ask in Doc to open the Generative Search pane when you want AlphaSense to help you analyze the document you are viewing. This is useful when you want to:

Summarize a long document.
Find specific statements, metrics, or themes.
Understand how a company discussed a topic.
Validate a Generative Search answer against the original source.

Generative Search helps answer complex business and financial questions through a conversational interface and connects answers back to source content for review.

Best Practices

To review documents efficiently:

Start with the Keyword Hits pane to find the most relevant mentions.
Select a snippet to open the related passage in the Document Viewer.
Read the surrounding context to verify meaning.
Use Highlights, Bookmarks, Tags, or Notes to save important insights.
Use Ask in Doc when you need a summary or want to ask follow-up questions about the document.
Share, download, or add the document to a grid when you need to include it in a broader research workflow.

Tool	Icon	What you can do
Copy Document Link		Copy a direct link to the document so you can return to it or share it with another AlphaSense user.
Download Document		Download the document for offline review, when downloading is available.
Play Transcript		Listen to the transcript audio for supported Expert Insights content.
Add to Grid		Add the document to a Generative Grid so you can organize and compare research across companies, topics, or themes.
Ask in Doc		Launch Generative Search for the document and ask questions about the source. This helps you summarize key points, explore themes, or find specific details without leaving the document.
Zoom In / Zoom Out		Adjust the document view for easier reading.
Share Document		Share the document with other users who have access.
Print		Print the document, when printing is available.
Bookmarks		Bookmark and save important pages or sections so you can return to them later.
Highlights		Highlight key passages for later review.
Tags		Apply tags to organize documents by topic, project, company, or workflow.
Notes		Create a note or add document content to an existing note.
Sentiment*		Review sentiment indicators for supported document types.
Table Clipper*		Capture tables from supported documents for further analysis.
View in Tables*		Open supported table content in a structured table view.
View Blackline*		Compare supported documents to identify changes between versions.
View Changes*		Review tracked changes or updates for supported documents.
Jump to*		Move to specific sections in supported document types.