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The Organization Home is the central hub for managing all organization-level resources and settings. It presents a card-based layout organized into functional categories, giving you quick access to every area of organization management.

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Card Groups

Organization Home is organized into the following sections:

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Projects & Workflows

Projects

View, create, and manage document processing and workflow projects.

Project Templates

Manage reusable project templates for standardized setups.

Project Status

Configure project status values used across your organization.

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Knowledge Architecture

Knowledge Feature Types

Define reusable feature types for knowledge extraction.

Knowledge Types

Configure knowledge item types for organizing extracted knowledge.

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People & Access

Members

Invite and manage organization members.

Teams

Organize members into teams for project collaboration.

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Custom Modules

Custom Modules

View and manage custom processing modules deployed to your organization.

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Controls & Reporting

Organization Profile

Manage organization name, description, and feature flags.

Reporting

Access organization-level analytics and dashboards.

Secrets

Manage API keys and credentials used by modules and integrations.

Document Tags

Define tags for categorizing documents across projects.

Intakes

Configure document intake endpoints for automated ingestion.

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Creating a New Project

From Organization Home, click the New Project button to open the Project Marketplace. This allows you to create a new project from scratch or from an existing template.