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2 | 2 | # Sample Workflow |
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4 | | -To help you get started, sample Informix queries have been included in the data/informix/functions and data/informix/simple directories. You can choose to upload these files to test the application. |
| 4 | +To help you get started, here’s a **sample process** you can follow in the app. |
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6 | 6 | ## **Process** |
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8 | | -> Note: Download Sample Data - You can down load the sample data files for Invoices and Property Claims from the url mentioned in remarks column, if yu already have this data you can ignore |
| 8 | +> Note: Download sample data files for **Invoices** and **Property Claims** from this repository. |
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10 | 10 | ### **API Documentation** |
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12 | 12 | _Sample Operation:_ |
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14 | | --Task: Click on 'API Documentation' to view and explore the available API endpoints and their details |
| 14 | +- Task: Click on **API Documentation** to view and explore the available API endpoints and their details. |
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16 | 16 | ### **Upload** |
17 | | -The Browse section allows users to explore and retrieve information related to promissory notes. Key functionalities include: |
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19 | 18 | _Sample Qperations:_ |
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21 | | -- Task: Schema Selection - |
22 | | -Select the Schema under the Processing Queue pane which is relavent to the content which is being uploaded |
23 | | -- Task: Import Content – Click on the "Import Content" button. |
24 | | -- Task: Browse File – |
25 | | -Choose a file from the downloaded list for data extraction corresponding to the Schema selected |
26 | | -- Task: Upload File – Click the "Upload" button. |
| 20 | +- Task: Select the **Schema** under the Processing Queue pane. |
| 21 | +- Task: Click on the **Import Content** button. |
| 22 | +- Task: Choose a file from the downloaded list for data extraction corresponding to the **Schema** selected. |
| 23 | +- Task: Click the **Upload** button. |
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28 | | -### **Review** |
29 | | -The Generate section enables users to create new promissory notes with customizable options. Key features include: |
| 25 | +### **Review and Process** |
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31 | 27 | _Sample Qperation:_ |
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33 | | -- Task: Open Processed File - Once the file status is marked as Completed, click on the file. |
34 | | -Once the batch Processing is done for any file the file will be available to review. |
35 | | -- Task: Review Extracted Data - |
36 | | -The extracted data will be displayed in the "Output Review" pane. |
37 | | -The corresponding file will be shown in the "Source Document" pane. |
38 | | -- Task: Modify and Submit |
39 | | -Edit any incorrect data in the JSON which is shown in the "Output Review" pane under "Exrtracted Results" tab. |
40 | | -Add notes under the "Comments" multi line textbox. |
41 | | -Save the changes by clickin on the "Save" button |
42 | | -- Task: Review Process Steps - |
43 | | -You can view the process steps in the "Output Review" pane under the "Process Steps" tab. |
44 | | -Expand the Extract, Map, and Evaluate sections to see the outputs from each process step. |
| 29 | +- Task: Once the file status is marked as completed and click on the file. |
| 30 | +- Task: Once the batch Processing is done, file is ready to review and the extracted data is displayed in the **Output Review** pane and corresponding file is visible in the **Source Document** pane. |
| 31 | +- Task: Edit any incorrect data in the JSON which is shown in the **Output Review** pane under **Exrtracted Results** tab. |
| 32 | +- Task: Add notes under the **Comments** and save the changes by clicking on the **Save** button |
| 33 | +- Task: You can view the process steps in the **Output Review** pane under the **Process Steps** tab and expand the extract, Map, and evaluate sections to see the outputs from each process step. |
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48 | 37 | ### **Delete** |
49 | | -The Draft section ensures accuracy and completeness of the generated promissory notes. Key tasks include: |
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51 | 39 | _Sample operation:_ |
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53 | | -- Task: Delete - Click the three-dot menu at the end of the row to expand options, then select 'Delete' to remove the item. |
| 41 | +- Task: Click the **three-dot menu** at the end of the row to expand options, then select **Delete** to remove the item. |
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55 | | -This structured approach ensures that users can efficiently browse, create, and refine promissory notes while maintaining legal compliance and document accuracy. |
| 43 | +This structured approach ensures that users can efficiently extract key information, and organize structured outputs for easy search and analysis. |
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