Adding New Fields to Project Settings

Summary: How to add a new field

Preparation

1. Access Project Settings:
   • Navigate to the dashboard and select the project to add a new field to.
   • Click Project Settings > Add new field.

Field Settings

2. Name:
   • Provide a name. An ID is generated automatically.
3. Data Type:
   • Choose the data type from the dropdown. E.g., String.
   • 📌 Data type options are defined below this tutorial.
4. Annotation Requirement:
   • Toggle: Decide if the field needs annotation.
   • Type: If toggled on, select the annotation type: BoundingBox or Table.
     • BoundingBox: Draws a box around the field.
     • Table: Uses table editing for document review.
   • 🚫 Annotations may affect data extraction accuracy.
5. Redaction Requirement:
   • Toggle: Decide if the field needs redaction.
   • Type: If toggled on, select redaction type: Blacken or Blur.
     • Blacken: Draws black marks over the new field when it is detected in documents. Useful for redacting text.
     • Blur: Automatically blurs the new field in documents. Useful for faces, objects, etc.
6. Description:
   • Briefly describe the field for reference in Job Settings.

Advanced Settings (Optional)

7. Status:
   • Toggle new field on/off for data processing.
8. Aliases:
   • Provide alternate names to enhance AI recognition.
   • 💡 The platform uses Large Language Models (LLM) for recognition. Aliases can improve accuracy, especially with varied naming.
9. Instructions:
   • Clearly describe how to extract the field.
10. Additional Advice:

• Offer optional tips for improved field extraction.

11. Examples:

• Provide valid examples of the extracted outputs.

12. Anti Examples:

• Show what the extracted output should NOT look like.

13. Validation Rules:

• Constrain valid output types.

Finalization

14. Add Field:

• Click Add field to add the new field to the project. After doing so, you will be redirected to the Job Settings page.

15. Reorder Fields (Optional):

• Drag to rearrange.

16. Save:

• Click Save changes for the new field.

17. Pop-up Selections (Optional):

• Unprocessed: Search unprocessed documents for the new field.
• In Progress: Extract the new field from ongoing processes.
• Completed: Reprocess all completed documents to extract the new field.
  • 🚫 This will require reprocessing all completed documents.

18. Confirm Changes:

• Click Save changes and await the confirmation message.

Data Type Definitions