Project Editor

If you have an Automated Learning stencil in your workflow, you can access the Project Editor. You can do the following:

Access the Project Editor

View form types

Delete a form type

Reset training for a step

 

Access the Project Editor

  1. On the Navigation Menu, click Settings, then click Workflows.

  2. Perform one of the following: 

    • Right-click anywhere in the workflow row or click the three dots next to the workflow you want to access the Project Editor for, then select Project Editor from the drop-down menu.

    • Or, select the check box next to a workflow, then click Project Editor.

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View form types

A form type is a complete extraction model, which includes both classification and extraction. Form types are generally associated with a particular document type.

To view a list of form types that have been trained for a particular automated learning step, open properties for that step.

  1. Perform one of the following: 

    • Right-click anywhere in the step row or click the three dots next to the step you want to view properties for, then select Properties from the drop-down menu.

    • Or, click the name of the step you want to view properties for.

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Delete a form type

If you move a document through the workflow and have indexed it incorrectly, it may mess up your extraction model. In this case, you will want to delete a form type. The form type is deleted from the step and will have to be trained again.

  1. Perform one of the following: 

    • Right-click anywhere in the step row or click the three dots next to the step you want to delete a form type for, then select Properties from the drop-down menu.

    • Or, click the name of the step you want to delete a form type for.

  1. Perform one of the following: 

    • Right-click anywhere in the form type row or click the three dots next to the form type you want to delete, then select Delete from the drop-down menu.

    • Or, select the check box next to one or multiple form types, then click Delete.

  2. Click Delete to confirm the deletion.

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Reset training for a step

You can reset training for a step in order to clear all form types from the step. All training will be cleared from the step and the step will have to be trained again.

  1. Right-click anywhere in the step row or click the three dots next to the step you want to reset training for, then select Reset Training from the drop-down menu.  

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