Project
Last updated
Last updated
The KUDRA project page offers a combined view of a list of existing projects and a collection of pre-built templates for initiating new projects.
This section displays a comprehensive list of all your projects. Each project likely represents a document you uploaded to KUDRA for data extraction. You'll be able to see details associated with each project.
Pre-built Templates
In addition to the project list, you'll find a collection of pre-built templates. These templates represent various document types (e.g., invoices, receipts, contracts) and act as a starting point for new projects.
From the project page, you can create a new project by:
• Clicking on "New Project" to create a project from scratch.
• Starting a project using Templates provided by KUDRA.
Name the Project
Select the Industry: This allows KUDRA to suggest relevant templates for your project.
Give a Description: Provide a brief description of the project.
Click "Next" to proceed to the next page.
Choose the templates type for data extraction by clicking on one of the three cards:
Generative Templates
Pre-trained Templates
Custom Templates
Select a template that best suits the type of data you want to extract. This might involve browsing the list or using filters.
Adjust the template configuration by adding, editing, or deleting labels.
The configuration depends on the type of template
Click "Next" to proceed to the next page.
Utilize the prompt to either summarize, analyze, or explore further for generating ChatGPT responses:
Write your prompt.
Typing “/ “ will insert text outputs extracted from previous services.
You can change the node’s name (Optional).
Click "Next" to proceed to the next page.
Choose the service you want to use as an OCR service.
Click "Next" to proceed to the next page.
In this step, you'll upload the documents containing the data you want to extract. The platform provides several convenient ways to upload your documents:
Local Files: Drag and drop your files directly into the designated area or click "Browse" to select them from your computer.
Direct Links: The platform allows uploading files from direct URLs.
Advanced Imports: The platform allows importing files directly from your Dropbox or Google Drive account.
Go to Projects in the navigation menu.
Find the project you want to edit.
Click on the three dots (...) on the bottom right corner of the project card.
A drop-down menu will appear. Select Edit Project.
This will open the project in edit mode, where you can make changes to the project details, such as the project name, description, and template. You can also upload or remove documents from the project.
Editing a Project and Managing Documents
Go to Projects in the navigation menu.
Locate the project you want to edit.
Click on the project card itself, which takes you to the project details view.
Within the project details page, you will find a list of documents that are associated with the project.
Each document card will have its own three dots menu (...) located in the right corner
6 . Click on the three dots (...) menu for the specific document you want to manage.
The drop-down menu will provide options for managing that particular document:
Delete Document: This option permanently removes the selected document from the project.
Depending on the document status, you might see additional options like:
Change to Verified: Marks the selected document as verified status.
Change to Unverified: Marks the selected document to unverified status.
Change to Rejected: Rejects the selected document.
Go to Projects in the navigation menu.
Locate the project you want to edit.
Click on the project card itself, which takes you to the project details view.
4 . Click on the Upload button in the top area of the project details view.
5 . A modal for uploading documents will appear. Choose the document you want to upload
Local Files: Drag and drop your files directly into the designated area or click "Browse" to select them from your computer.
Direct Links: The platform allows uploading files from direct URLs.
Advanced Imports: The platform allows importing files directly from your Dropbox or Google Drive account.
6 . After uploading the document, Click on the button " Extract " to start the extraction process. Once the extraction is complete, you will see the results in the extraction interface.
In the "Project Details" page, you can view and assign team members to that specific project.
In the project details page "Click" the plus (+) button in the top right corner.
In the pop-up that appears, choose Kudra members from the dropdown list and click "Done".
You can fully manage your team through the Team page. This includes adding and removing members from the team, also assigning and removing members from a project to ensure efficiency and secure collaboration within your team.
