When embarking on a new document processing initiative within Kodexa, the very first step is to create a new project. However, unlike starting from a blank slate, Kodexa streamlines this process through the use of project templates. These are starting point that come preloaded with a data definition, document and data stores, and models. This ensemble of components is tailored to address specific document processing use cases, ensuring that users can hit the ground running with a project setup that aligns with their objectives.
Understanding Project Templates
Project templates in Kodexa are designed to offer a head start by including essential elements needed for document processing tasks. Whether your project involves data extraction, document classification, or any other document-centric workflow, there's likely a template that's been configured to meet your needs. This configuration can encompass various components, such as:
Data Definition: The data elements for the data you will capture from the documents.
Document Stores: Repositories where your documents are stored and managed.
Data Stores: Databases or storage solutions for processed data.
Models: Pre-trained or customizable models that can perform tasks such as text recognition, classification, and extraction.
These components work in concert to provide a comprehensive framework for solving complex document processing challenges.
Creating Your Project
To create a project using a template, follow these simple steps:
Choose a Template: Kodexa provides a range of templates, each designed for specific use cases. You can filter or browse through these templates to find the one that best matches your project requires.
Click on the Template: Once you've identified the right template, click on it to proceed.
Provide Project Details: You will then be prompted to fill in the essential details for your project. This includes:
Name: A unique and descriptive name for your project.
Description: A brief overview of your project's goals and what it aims to achieve.
Configure Additional Options: If the selected template offers additional customization options, you'll have the opportunity to set these according to your project requirements. These options can vary from template to template and allow for further tailoring of the project setup.
Create the Project: After filling in the details and configuring any additional options, the final step is to create the project. With a click, Kodexa will assemble the project based on the chosen template, incorporating the specified data definitions, stores, and models.
Starting Your Project
Upon successful creation, Kodexa automatically opens the project, allowing you to dive straight into work. This seamless transition from project creation to execution enables you to focus on achieving your document processing goals without the hassle of manual setup and configuration.