You can create a project template from any existing project, capturing its complete configuration as a reusable blueprint for new projects.Documentation Index
Fetch the complete documentation index at: https://developer.kodexa.ai/llms.txt
Use this file to discover all available pages before exploring further.
What Gets Included
When you create a template from a project, the following are captured:- Project settings and options
- Document store configurations
- Data definitions (taxonomies)
- Assistant configurations and pipeline setup
- Data forms
- Scheduled job configurations
- Project resource associations
Templates capture configuration only, not data. Documents, extracted data, and execution history are not included in the template.
Creating a Template
Review Included Resources
Verify which resources and configurations will be included in the template.