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Labeling, Chats and Guidance
Labeling, Chats and Guidance

Learn about some of the concepts and drive the way you work with Kodexa

Updated over a week ago

Kodexa's document labeling system is a powerful feature that enables users to efficiently manage and categorize information within documents. This support article guides you through the process of highlighting text, labeling content, and defining data elements within Kodexa.

Highlighting and Labeling Text

To begin labeling, you will need to highlight the relevant text within your document. Here’s how:

1. Navigate to the 'Workspace' of your project.

2. Choose the Documents panel on the left and then you can either upload or open a document but clicking on the three dots and choosing open.

3. Navigate to the content and then click and drag to select the words you want to label

4. The label popup will show allowing you to choose what to do next

Searching for Labels

If you are looking for a specific label:

1. Use the search bar within the label popup to find the desired label.

2. The system will show the existing labels that match your query.

3. You can select the correct label and apply it to your highlighted text.

Data Definition

The 'Data Definition' pane on the left allows you to manage the structure of your document data, you can learn more about Data Definitions.

Copying Text to Clipboard

After highlighting text, you can copy it to your clipboard:

1. Click on the 'Copy' option that appears next to the highlighted text.

2. The text will be copied to your clipboard for use elsewhere.

Section Markers

Section markers are used for identifying and labeling repeating content:

1. Highlight the section of the document that repeats.

2. Click on 'Section Mark' to define it as a repeating section.

3. This helps organize documents that have recurring structures, like reports.

Creating New Data Elements

You can add new data elements on the fly:

1. Highlight the text you want to define as a new data element.

2. Select 'New Data Element' from the menu.

3. Enter the name and details for the new data element, and it will be added to your 'Data Definition'.

Filtering Possible Labels

If you have a project where you have defined a large data definition and you are using an assistant that has a number of available labels sometimes it can be difficult to find the right label.

In this can you can use a special character at the front of the filter.

If you include the character ` before you filter text you will only see labels that are for the assistant (model), while if you use ~ before your filter you will see labels from your data definition only.

Conclusion

The document labeling system in Kodexa is designed to streamline the process of organizing and extracting data from documents. By following these steps, you can accurately label and define data within your documents, aiding in the analysis and categorization of information. For any further assistance, please refer to our detailed documentation on the Kodexa or contact our support team.

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