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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On this page
  1. Welcome
  2. Setting up Workspaces
  3. Single cluster and multiple cluster

Setting up a Single Data Cluster

  • Navigate to your Individual 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.

  • Access the settings icon to continue configuration.

  • Under the Fields tab, define fields and add them.

  • Proceed to the Export tab, select a template or create a new one.

  • Publish the template once created.

  • Locate the "Activate" button in the top right corner.

  • Return to the workspace and click "Activate" to finish configuring your single Data Cluster.

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Last updated 10 months ago