Studio
Learn more about Studio
47 articles
Introducing WorkspacesLearn how Workspaces are a key part of Kodexa
Introducing the Document SidecarLearn to work with the sidecar for labeling and review
Data Definitions
Defining the structure for your data extraction
Introducing Data DefinitionsLearn about Data Definitions, their purpose, and some key concepts
Defining your DataLearn how you can define data in Kodexa
Introducing Label PropertiesLearn how assistants have label properties and how to use them
Advanced SettingsConfiguring advanced settings on a Data Element
Using Structured FiltersLearn how you can use structured filters to build complex queries
Using ValidationsLearn how you can use validations to check your data
Using FormulaLearn how you can build formula in your data definitions
Using ExpressionsLearn how you can use expressions to set the value of a data element
Working with External DataLearn how you can integrate external data in your data definition
Working with KiosksLearn more about how to set-up a kiosk to support review
Conditional FormattingLearn how you can use conditional formatting when data is displayed
Document View
Interacting with the documents in your workspace
Labeling, Chats and GuidanceLearn about some of the concepts and drive the way you work with Kodexa
Navigating using LabelsLearn how you can quickly filter and navigate using labels
Document TagsLearn how you can use document tags to manage your workflow
How to PAN a DocumentPress and hold <SHIFT>
Introducing Document ChatLearn how you to talk to documents in Kodexa
Data Forms
Create custom Interfaces for Workflow users to view data efficiently
Introducing Data FormsLearn the concepts behind data forms, prebuilt forms and beyond
Data FormsLearn more about data forms and how to build and use them
Introducing OrganizationsLearn about Organizations, their purpose, and some key concepts
Introducing Organization MembershipsLearn how to control access using Organizational Memberships
Learning about AI CreditsUnderstanding how AI credits work in Kodexa
Organization SecretsManaging Organization Secrets in Kodexa
Introducing ProjectsLearn about Projects, their purpose, and some key concepts
Creating Project TemplatesConverting an existing project into a new template to re-use
Creating a Project from a TemplateLearn how you can use a template to start a project
Managing Project TemplatesLearn how to manage project templates in your organization
Project TagsLearn how to use project tags to organize projects in your organization
Working with Project StatusLearn how to use Project Status in Kodexa
Understanding AI AccuracyLearn how AI responses need to be reviewed and how to use attribution
Data Definition for AILearn more about how you can use features to guide the AI to find your data
Helping AI understand your dataLearn how you can help AI understand more and get data right
Using GuidanceLearn more about Guidance and how it works