The Projects screen is used to create a new project for each document you plan to use with IDP. A project is where you train the model so that IDP understands how to process your custom documents.

Creating a new Project

  1. Open the Projects screen and click the "New" button in the toolbar.
  2. Click the "Use Custom to train a model with labels and get key value pairs".
  3. Then click "New Project"

  4. Enter the following fields and click Save Connection when you are finished.

    FieldDescription
    Display NameEnter a name for the Project.
    Security TokenLeave the default of "Generate New Security Token".
    Secure ConnectionSelect the Connection name you created in Step 2.
    Folder PathEnter a unique Folder name for the project. This can be the same name as the Display Name.
    For recognizer service URIEnter your Endpoint URI here.
    API KeyEnter your API Key here.
    API versionLeave the default value of "v2.1 (default)"
    DescriptionOptional description for the project.

  5. Then you should see the 5 documents you added to the Form Training Documents screen and can begin tagging them.

  6. Click on the first document in the left side of the page where you will see the page thumbnail. 
  7. Then begin to tag the data that is required or of importance for you to capture when processing the document.
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