Create a new project

A project can be used to process any number of documents such as fixed forms, free forms, and letters, as well as invoices and purchase orders.

Once your project is created, you can add, delete, and manage your classes and training documents within the Transformation Designer.

When creating a project, you can use an existing training set designed for classification to speed up the creation of your class hierarchy. If you do not have a training set already created, you can create your classes manually.

You can create a new project by following these steps:

  1. On the Project tab, in the File group , click New Project New Project icon.

    The New Project window is displayed.

  2. Type a descriptive name into the Name field.
  3. Select a category for the project.
  4. Click OK to create the new project.

    An empty shared project with default settings is displayed and can be configured as necessary.