# User Manual

## User Manual

- [Welcome](https://help.sagexglobal.ai/user-manual/welcome.md)
- [Getting Started](https://help.sagexglobal.ai/user-manual/welcome/getting-started.md): This section provides detailed guidance on getting you started with different stages of the product
- [Introductory Note](https://help.sagexglobal.ai/user-manual/welcome/getting-started/introductory-note.md)
- [Creating an Account](https://help.sagexglobal.ai/user-manual/welcome/getting-started/creating-an-account.md): Registration and Selecting a Subscription Plan
- [Setting up Workspaces](https://help.sagexglobal.ai/user-manual/welcome/setting-up-workspaces.md): A space where your team can work on your specific use case. This section will guide you on how to set up a workspace
- [Buying a new Workspace](https://help.sagexglobal.ai/user-manual/welcome/setting-up-workspaces/buying-a-new-workspace.md)
- [Single cluster and multiple cluster](https://help.sagexglobal.ai/user-manual/welcome/setting-up-workspaces/single-cluster-and-multiple-cluster.md): Data clusters organize extraction fields, improving user and system efficiency by grouping related data for easier management and utilization.
- [Setting up a Single Data Cluster](https://help.sagexglobal.ai/user-manual/welcome/setting-up-workspaces/single-cluster-and-multiple-cluster/setting-up-a-single-data-cluster.md)
- [Setting up Multiple Data Clusters](https://help.sagexglobal.ai/user-manual/welcome/setting-up-workspaces/single-cluster-and-multiple-cluster/setting-up-multiple-data-clusters.md)
- [Setting up Fields to Extract](https://help.sagexglobal.ai/user-manual/welcome/setting-up-workspaces/setting-up-fields-to-extract.md)
- [Setting up Export Templates](https://help.sagexglobal.ai/user-manual/welcome/setting-up-workspaces/setting-up-export-templates.md)
- [Assign Users](https://help.sagexglobal.ai/user-manual/welcome/assign-users.md)
- [Create Users and add them to the Realm](https://help.sagexglobal.ai/user-manual/welcome/assign-users/create-users-and-add-them-to-the-realm.md): Creating users for the realm involves setting up new accounts and ensuring they have the necessary access to SageX.
- [Assign User To A Workspace](https://help.sagexglobal.ai/user-manual/welcome/assign-users/assign-user-to-a-workspace.md): Assigning users in a workspace controls access and facilitates collaboration, ensuring individuals can contribute effectively while maintaining security.
- [Running the Extraction WorkFlow](https://help.sagexglobal.ai/user-manual/welcome/running-the-extraction-workflow.md): This section provides detailed guidance on different stages in the product
- [Upload Documents](https://help.sagexglobal.ai/user-manual/welcome/running-the-extraction-workflow/upload-documents.md)
- [Uploading documents from the Admin panel](https://help.sagexglobal.ai/user-manual/welcome/running-the-extraction-workflow/upload-documents/uploading-documents-from-the-admin-panel.md)
- [Uploading documents from Web App](https://help.sagexglobal.ai/user-manual/welcome/running-the-extraction-workflow/upload-documents/uploading-documents-from-web-app.md)
- [Extract Records](https://help.sagexglobal.ai/user-manual/welcome/running-the-extraction-workflow/extract-records.md)
- [Verify Records](https://help.sagexglobal.ai/user-manual/welcome/running-the-extraction-workflow/verify-records.md)
- [Export Data](https://help.sagexglobal.ai/user-manual/welcome/running-the-extraction-workflow/export-data.md)
- [Databridge](https://help.sagexglobal.ai/user-manual/welcome/databridge.md): The Databridge services for SageX helps you efficiently manage and categorize your emails and to be able to extract data from valid POs attached in your emails.
- [Inbox](https://help.sagexglobal.ai/user-manual/welcome/databridge/inbox.md)
- [Purchase Orders](https://help.sagexglobal.ai/user-manual/welcome/databridge/purchase-orders.md)
- [Sales Order](https://help.sagexglobal.ai/user-manual/welcome/databridge/sales-order.md)
- [Exception](https://help.sagexglobal.ai/user-manual/welcome/databridge/exception.md)
- [General](https://help.sagexglobal.ai/user-manual/welcome/databridge/general.md): The General folder contains all emails that have been marked as not having any Purchase Orders
- [Duplicates](https://help.sagexglobal.ai/user-manual/welcome/databridge/duplicates.md): If a customer has attached the same Purchase Order in multiple emails, SageX will keep the first email in Purchase Orders folder and list the rest in the duplicates folder.
- [Starred](https://help.sagexglobal.ai/user-manual/welcome/databridge/starred.md)
- [Direct Entry](https://help.sagexglobal.ai/user-manual/welcome/databridge/direct-entry.md): After you classify a document as PO, if SageX recognizes that the PO document is invalid or a scanned document it will mark it as invalid.
- [Audit Logs](https://help.sagexglobal.ai/user-manual/welcome/databridge/audit-logs.md): This folder has an audit report on all actions taken on emails.