How do I configure a Workspace with Data Clusters?
Set up a new workspace with the ‘Team+’ subscription
Navigate to your Team+ workspace setup.
Click on the edit button on your Workspace.
Change the workspace name as desired and confirm.
Type the name for your Cluster and click Add.
Click on the settings icon to continue configuration.
Under the Fields tab, add the fields you want to extract from the document
Group the fields into separate sets of strongly connected fields
Offline: Create an excel sheet with sample data for all these groups of fields
Offline: Format all fields to represent the way the data should ideally look like in the final output. [Eg: Date format, currency representation, etc]
You can create one data cluster for each group of fields
Add these fields into the individual clusters
Create the export template(s) for each cluster with the necessary field formats required in your output.
Assign the users who will work on this workspace
Activate the clusters
Activate the workspace
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