Create a New Project
- Click the New Project button on the dashboard.
- Enter a Project title and Project description.
- Click Create to finish.
You’ll be redirected to the Documents page where you can start uploading documents.
Duplicate a Project
- On the Extract page, locate the project you want to duplicate.
- Click the three-dot icon next to the project name.
- Select Duplicate. This opens the New project modal.
- There, enter a new Project title and description, then click Duplicate to confirm.
- You’ll be taken directly to the Grid view of the new project.
The duplicated project includes all queries and grid configurations, but not the uploaded documents.
Delete a Project
- Click the three-dot icon next to a project.
- Select Delete.
- Confirm your decision in the dialog.
This action is permanent and cannot be undone.