What is action history? It is a list of operations and events the app has executed. What is a log? A log is a technical message that describes a step or an error. Why it is useful How to use it Advice If something does not work, start with action history before looking for more…
What is a collection? A collection groups several projects with the same theme or goal. When to use a collection How to organize a project Best practices Tip If a project is unique, you can leave it outside a collection. If you have many similar projects, use a collection.
1. Create and generate documents Action What it does ActionsCreateDocx Create a DOCX file from tags, templates, or generated content. ActionsCreateDocxTemplate Make a DOCX from a template and replace dynamic placeholders. ActionsCreateDocxTemplateV2 Build a DOCX using an improved template engine for better formatting. ActionsCreateExcelFromTemplate Create an Excel file from a template with structured data. ActionsCreatePdf…
# Deep Guide: Widgets in DataUnfold This guide is a comprehensive, step-by-step reference for using Widgets in DataUnfold. It covers concepts, creation, configuration, triggers, common widget types, examples, troubleshooting, and a QA checklist. ## Overview ✅ Widgets are project-level summaries and analytics that aggregate evidence extracted from files. Widgets can compute numeric metrics (totals, averages),…
# Admin Guide: Auto-Project / Folder Ingestion Auto-Project (AutoProject) monitors configured folders and creates projects automatically when new directories or files appear. ## Setup 1. Configure `autoProjectPath` and related settings in `config.json` or deployment scripts. 2. Ensure the ingestion service has read access to the monitored folders. 3. Define a default template if you want…
# Deleting a Project in DataUnfold This guide explains how to permanently delete a project (aka case) from DataUnfold and what to check before you proceed. It’s written for end users and focuses on safety, confirmation, and recovery options. ## Important — irreversible action ⚠️ Deleting a project permanently removes its files, settings, and generated…