Dossier templates
Information extraction is only possible when the dossier holding the files is linked to a dossier template: dossier templates play an important role in DocuMine. Among other information, they contain the rules and the dictionaries based on which DocuMine extracts components from the documents in the dossiers linked to the respective template.
(For further information on dossiers, please see the User Manual: Dossier.)
How to get there:
User menu (click on your name) > Settings > Dossier templates
The dossier template list opens. If you hold only the admin role, the dossier templates are your start page.
Dossier templates list
Would you like to create a dossier template?
So far, only the knecon can create templates from scratch. (The Created by column of the dossier template list shows SY (System), since the creator is not a DocuMine user registered by your company.)
However, admins can clone templates and change some details.
Don't hesitate to get in touch with your knecon Customer Success Manager in case you need a dossier template for a new use case.
What can you do there?
Enter a dossier template to change the settings influencing information extraction and the user workflow.
Click on a dossier template in the dossier templates list to open it.
The template opens. Via the navigation menu on the left, you can then:
view and edit the dossier template information,
access and edit the entities,
define entity and component rules, and component mappings to tailor the component extraction to your use case (requires programming skills; for further information please see our Developer Guide)
manage the components,
change the default annotation colors in the editor,
define file attributes and dossier attributes,
create dossier states that mirror your internal dossier lifecycle,
upload templates for extraction reports,
Good to know:
Changes to the dossier template settings affect the dossiers that apply the respective template—particularly the extracted information in that dossier and the editing options and report templates available for these dossiers.
Navigation inside a dossier template
Good to know:
Only admins can change the dossier template settings.
Managers have read-only permission for dossier templates, and users do not have access to the dossier templates.
You can edit (change the name, description and/or validity period), clone, or delete a dossier template.
Delete and clone dossier template
Hover over the dossier templates list.
Stop on the dossier template you want to edit or delete without clicking on it.
The Trash and the Clone button appear on the right.
As an admin, you cannot create new dossier templates from scratch. Still, cloning allows you to create a dossier template that uses the same rules, but different dictionary entries.
You can clone existing dossier templates to create a new dossier template with the same properties:
Click Clone template
to clone the selected dossier template.The dialog that opens looks like the "Edit dossier template" dialog.
Adjust the details in the dialog (name, description, etc.) as needed.
Remember to save at the end.