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Configuration

Projects organize your document processing workflows with configurable settings for import, validation, and export processes.

Project Properties​

Name​

The project identifier supporting alphanumeric characters, whitespace, underscores, and hyphens. Must be unique within your team and between 2-25 characters.

Description​

Provides context to AI models about your document types. This description directly influences processing accuracy and should align with your specific use cases. Required field with 20-10,000 characters.

Examples:

  • "Medical documents containing patient information and diagnostic reports"
  • "Financial invoices requiring structured data extraction"
  • "Legal contracts with specific clauses and terms identification"

Icon​

Visual identifier with customizable icon and color (primary, amber, green, red) for easy project recognition. Optional setting with default icon provided.

Folder Management​

Each project includes default folders for document organization and workflow management.

Default Folders​

  • Inbox - Uploads that are being processed or awaiting human review
  • Processed - Uploads where all tasks have reached an end-state (completed or discarded)*
  • Reported - Uploads that can't be processed for particular reasons
  • Bin - Deleted or discarded uploads

*When connectors are configured, data is automatically exported once all tasks finish. Without connectors, processed data remains available for manual download file creation.

Custom Folders​

Create additional folders with custom names (2-15 characters) and URL identifiers to organize uploads according to your specific workflow needs. Custom folders inherit the same member access controls as the project.

Project Management​

Project Deletion​

Available through project card menu (⋯ icon). Deletion is irreversible - all project data is permanently cleared after 10 days.

  • Import - Configure document ingestion methods
  • Prediction - AI model training and configuration
  • Validation - Data validation rules and extraction settings
  • Export - Output formatting and delivery options
  • Notifications - Alert and reporting configuration