User Manual
  • Welcome
    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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  1. Welcome

Setting up Workspaces

A space where your team can work on your specific use case. This section will guide you on how to set up a workspace

PreviousCreating an AccountNextBuying a new Workspace

Last updated 12 months ago

First, log in and go to the 'Workspace Setup' menu. From there, you can add a new workspace by selecting a plan and completing the payment process. After that, I'll show you how to configure the workspace. This involves editing the 'Extraction Fields' and 'Data Export' sections. You’ll also learn how to create and customize a template for export using our template builder, and set up column transformations for your final output.

Follow the detailed step-by-step guide below.

Buying a new Workspace
Setting up Fields to Extract
Setting up Export Templates