Getting Started
Your Account
Logging In
Getting access to your Kodexa instance
Home Page
Learn the basic layout in Kodexa
Account Profile
Learn how to setup your profile, change the password, and access your personal account token
Organizations
What is an Organization?
Definition of an organization and how to create one
Organization Details
How to view and update your organization details
Header Banner for Navigation
How to use the header banner to navigate the organization resources
Projects
What is a Project?
Definition of a project and how to create one
Project Templates
Using different templates to help you start working on different project types
What are Assistants?
Introduction to the tools we need to work with different document sources
Navigating through a Project
A guide to your main workspace in Kodexa
Creating a New Project
How to start working on your documents