Projects

Owned by Danielle Rubas (Deactivated)
Last updated: Feb 24, 2021
3 min read

 

This is the area where you have an overview of all your inboxes/projects.

Adding a new project

If you wish to add a new project:

  1. Click on the blue button on the bottom right side of the page.

  2. Fill out the pop-up form with the necessary information.

    1. Note that you can choose between creating a project from scratch and cloning an existing project. The first option will give you maximum personalisation.

    2. In the last field, you can choose the formats to include in the project. You can also choose to add a new format.

  3. Submit the form by clicking 'confirm'.

 

Project Details

In this section, the project details such as the name, the universally unique ID, and time-out, among others, are shown.

 

Time-out

The timeout value (in seconds) is how long it takes for the system before predictions are cut off.

 

Split into sections

This button allows the separation of your incoming communications (consisting of more than one page) into multiple documents. If this option is enabled, you will be able to split and classify your separated documents, when in review mode. For example, if you upload a pdf with 2 or more invoices merged, then this feature will recognise each invoice separately.

 

Sub-page splitting

Similar to the Split into sections button, this button allows you to split a single page into multiple documents. This option is useful if you receive documents such as ID documentations for instance, where you would like to separate the front and back pages of the ID.

 

Automation Flow

Here you can configure how you want to provide input for your project and how you want to receive output. You can also select the format which defines which label set you are interested in for this project. Finally, you can access the automation settings.

 

Selecting flow format

When choosing your flow format in the “predict” box, you would usually select one format.

If your split-into-sections button is enabled in project details, then you can either configure a single format or multiple formats:

  • Enabled split-into-sections + single format: If the tool cannot determine the type of your document, the prediction will default to the format that you selected.

  • Enabled split-into-sections + multiple format: If the tool cannot determine the type of your document, the prediction of your document will be “other”, and the review pane will display a blank field.

To illustrate, imagine you upload a document showing an ID. If you selected only a single format (“invoice”), then the tool will predict your document to be an invoice. But if you selected more than one format (“invoice”, “receipt”, “format”), then the tool will recognise that your document is not any of these formats and classify it as “other” and show you a blank format field.

In this view, if you want to extract information from different kinds of formats or if you want to simply classify among different formats, then enter multiple formats of your interest in the flow format box.

 

Inboxes

This section displays the list of inboxes of the selected project. An inbox is a logical grouping of documents (e.g., that will be reviewed by a certain team).

You can add inboxes by clicking on the blue button within the section and in doing so, a UUID will automatically be created.

When renaming inboxes, click on the orange button to save the changes.