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 Project Builder.

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 for the project in the Name box.
  3. In the Directory box, specify the location where the project is saved.

    You can either type a path manually or browse to an existing location.

    The Full project path field is populated with the complete Directory path and the project Name.

  4. Optionally, if the directory already exists, and you want to overwrite it, select Delete existing files to delete all previously existing files and folders in the selected directory when the project is created. This might be useful if you want to reuse a directory and no longer need any of the existing files or folders.
  5. Optionally, if you have classification training data available that you want to import into this project, follow these steps:
    1. Enter or select a path where the layout classification files are located.
    2. Select the file types for layout classification.
    3. Enter or select a path where the content classification files are located.
    4. Select the files types for content classification.
  6. Click OK to create the new project.

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

  7. Optionally, close Project Builder to save any settings made to the new project.