Graphlogic.ai documentation

Overview of Platform Tabs

Dashboard (projects) tab

The Dashboard tab contains all the

@Project⁠

s. It is located at

@Projects Tab⁠

@Project⁠

is a folder that contains

@Agent⁠

Navigating to the Projects tab

To navigate to the Dashboard, click on the Dashboard button.

⁠

Content of the Projects tab

The Dashboard includes:

The name of the

@Company⁠

and the number of

@Project⁠

s contained in it.

⁠

The button to add a new

@Project⁠

⁠

The search window to search for

@Project⁠

s by name. Learn more:

Searching for Projects⁠

⁠

The list of

@Project⁠

s displayed as cards. They are arranged in rows of 3.

⁠

The

@Project⁠

card contains the following information:

⁠

@Project⁠

icon.

⁠

@Project⁠

name.

⁠

@Project⁠

settings button.

⁠

Number of items in the

@Project⁠

⁠

Icon, name, and role of the user who created the

@Project⁠

⁠

Creating, Editing, and Deleting a Project

Creating a Project

To create a new

@Project⁠

, click on the Add project button.

⁠

In the dialog box that appears, enter the

@Project⁠

name in the Name field and optionally add a description in the Description field.

⁠

To complete the creation of the

@Project⁠

, click the Create button.

Content of the Project

To enter an existing

@Project⁠

, click on the project card.

The

@Project⁠

contains:

⁠

@Project⁠

name and the number of

@Agent⁠

s in it.

⁠

@Project⁠

settings button.

⁠

Button to add a new

@Agent⁠

⁠

Import button.

⁠

The list of

@Agent⁠

s displayed as cards.

⁠

The newly created

@Project⁠

is empty by default.

⁠

Editing a Project

To edit the

@Project⁠

data, follow these steps:

Click on the

@Project⁠

settings button.

⁠

Click on the Edit button.

⁠

Enter the new data in the fields and click the SAVE button.

⁠

Deleting a Project

To delete a

@Project⁠

, follow these steps:

Click on the

@Project⁠

settings button.

⁠

Click on the Remove button.

⁠

In the confirmation window, click REMOVE to confirm the action.

⁠

Clicking the CANCEL button will cancel the

@Project⁠

deletion.

Searching for Projects

⁠

@Project⁠

search is available in the top left corner of the

@Project⁠

s page.

⁠

To perform a search, enter the name or part of the name of the desired

@Project⁠

and press Enter. Only the matching

@Project⁠

s will be displayed in the list. The search is case-insensitive.

⁠

Navigating to the Projects tab

Content of the Projects tab

Creating, Editing, and Deleting a Project

Creating a Project

Content of the Project

Editing a Project

Deleting a Project

Searching for Projects

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