Overview
Project templates in Kodexa provide a quick way to create new projects with pre-configured resources. Instead of starting from scratch, templates include ready-to-use data definitions, document stores, data stores, and AI models tailored for specific document processing use cases.
What is a Project Template?
A project template is a pre-configured blueprint that includes:
Data Definitions - Pre-built structures for extracting data
Document Stores - Configured storage for documents
Data Stores - Set up for extracted data storage
AI Models/Assistants - Pre-trained or configured for the use case
Workflows - Processing pipelines ready to use
Templates save time by providing tested, working configurations for common document processing scenarios.
Accessing the Project Marketplace
To view available project templates:
Navigate to your Organization's homepage
Click the New Project button
The Project Templates marketplace appears
Project Marketplace Features
Template Grid
The marketplace displays templates in a grid layout with cards showing:
Template Name - The display name for the template
Description - Brief explanation of the template's purpose
Organization - Which organization created the template
Privacy Badge - "Private" badge if template is not public
Template Reference - Unique identifier (visible to users with developer tools)
Filtering Templates
Use the filter box at the top to search for templates by name. The grid updates in real-time as you type, showing the number of matching templates.
Pagination
If you have many templates, use the pagination controls at the top to navigate through pages. Each page shows up to 6 templates.
Selecting a Template
To create a project from a template:
Browse the available templates
Click on the template card you want to use
The system creates a new project based on that template
All resources from the template are copied to your new project
Auto-Selection: If your filter results in only one template, it will be automatically selected.
Types of Templates
Organization Templates
Templates created by your Organization that are specific to your needs. These show your organization's slug (e.g., @yourorg) and may be marked as "Private".
Public Templates
Templates shared publicly by Kodexa or other organizations. These cover common use cases and are available to all users.
Common Template Categories
Financial Documents
Invoice Processing - Extract invoice data including line items, totals, vendor info
Purchase Orders - Process PO documents with item details
Receipts - Capture receipt data for expense tracking
Bank Statements - Extract transaction details from statements
Legal Documents
Contracts - Extract contract terms, parties, dates, obligations
Agreements - Process various agreement types
Legal Notices - Capture key information from notices
Healthcare Documents
Medical Records - Extract patient information and diagnoses
Lab Results - Capture test results and values
Insurance Claims - Process healthcare claims data
Forms and Applications
Application Forms - Process standard application forms
Survey Forms - Extract survey responses
Registration Forms - Capture registration information
Business Documents
Correspondence - Extract key information from letters and emails
Reports - Process structured report documents
Presentations - Extract content from presentation files
What Happens After Selection?
When you select a template:
A new project is created in your Organization
All template resources are copied to the new project
Data definitions are installed and ready to use
Document and data stores are created
AI models/assistants are configured
You can immediately start uploading documents or customize the setup
Customizing After Creation
Projects created from templates are fully customizable:
Modify Data Definitions - Add or remove data elements as needed
Adjust Models - Fine-tune AI models for your specific documents
Configure Workflows - Customize processing pipelines
Add Resources - Create additional stores or assistants
The template provides a starting point - you can adapt it to your exact requirements.
Creating Custom Templates
Organizations can create their own templates from existing projects:
Build and test a project with your desired configuration
Save it as a template for your Organization
Choose whether to make it private or public
Your team can now create new projects from this template
Benefits of Using Templates
Faster Setup - Start with working configurations instead of building from scratch
Best Practices - Benefit from tested and optimized setups
Consistency - Ensure all projects follow the same structure
Reduced Errors - Pre-configured resources minimize setup mistakes
Knowledge Sharing - Teams can share proven configurations
Tips
Use the filter to quickly find templates by name
Review the template description before selecting to ensure it matches your needs
Templates can be fully customized after project creation
Check if your Organization has created custom templates for common use cases
Public templates provide good starting points for standard document types
The match count helps you understand how many templates meet your search criteria