Overview

Document Stores in Kodexa serve as centralized repositories for managing files within a Project. They store all documents uploaded to a project, providing a single location for organizing, accessing, and processing unstructured data. Document Stores can be accessed through the Workspace Documents panel.

What is a Document Store?

A Document Store is a container within a Project that holds document families. Each document family represents an uploaded file along with its processing history and extracted data. Document Stores provide:

Centralized Storage - All project documents in one organized location
Document Management - Upload, view, download, rename, and delete documents
Processing History - Track how documents have been processed
Extracted Data - Access structured data extracted from documents
Collaboration - Share documents and assign reviewers across teams

Accessing Document Stores

To view documents in a Document Store:

Open a Project workspace
Navigate to the Documents panel
Select the Document Store you want to view

Working with Documents

Viewing Documents

The Documents panel displays a grid showing all document families in the store. For each document you can see:

Document Path - The name and location of the document
Assignees - Team members assigned to review the document
Extracted Data - Structured data extracted from the document
Upload Date - When the document was added to the store

Opening Documents

Click on a document in the grid to open it in the document viewer. Once open, you can:

View the document content
Review extracted data
Add annotations and labels
Navigate through document pages

Adding Documents to Workspace

To work with a document, add it to your workspace:

Locate the document in the Documents panel
Click the add button to include it in your workspace
The document will appear in your active workspace for review

Documents in your workspace can be processed, reviewed, and edited.

Downloading Documents

Download documents from the Document Store to your local machine:

Select the document you want to download
Click the download icon
The document will be saved to your downloads folder

Renaming Documents

Update document names to better organize your store:

Click the rename icon next to the document
Enter the new name
Save the changes

Deleting Documents

Remove documents that are no longer needed:

Select the document to delete
Click the delete button
Confirm the deletion

Note: Deleting a document removes it and all related processing data. This action cannot be undone.

Document Store Features

Auto-Refresh

The Documents panel automatically refreshes to show newly uploaded documents and processing updates. The refresh interval adjusts based on the number of documents in the store for optimal performance.

Search and Filter

Use the search and filter tools to locate specific documents:

Search by document name or path
Filter by upload date, status, or assignee
Sort documents by name, date, or other attributes

Pagination

Large Document Stores are paginated for better performance. Use the pagination controls to navigate through pages of documents.

Document Families

Each item in a Document Store is called a document family. A document family includes:

The original uploaded document
All versions created during processing
Extracted structured data
Processing metadata and history
User annotations and labels

Best Practices

Organize by Purpose - Use separate Document Stores for different document types or workflows
Use Descriptive Names - Name documents clearly for easy identification
Regular Cleanup - Remove test documents and outdated files
Monitor Storage - Keep track of document counts and storage usage
Assign Reviewers - Use assignees to coordinate team reviews