What are the choices? When you create a project, you usually pick one of these modes: Note: This guide describes the most common options. Your version of DataUnfold may show slightly different labels or available buttons. 1. Manual creation — start from scratch This is the most flexible choice. Best for: unique work, custom projects, or new…
# 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),…
# Collections & Organizing Projects Collections help you organize related projects into groups for easy navigation. ## Create a collection 1. Open the sidebar and click **Create New Collection** or go to **Manage Collections**. 2. Enter a name (e.g., “Client A”, “Research”) and click **Create Collection**. ## Add projects to a collection – From a…
# Tags & Smart Tags Tags help categorize documents, widgets and results. DataUnfold supports different tag scopes: system/global, project-level (widget tags), and event-level (timeevent tags). ## Create and use tags – Go to a project, open **Custom Tags** or **Manage Tags**. – Add a tag name and description. Choose the tag scope if available. –…
# Using and Saving Templates Templates let you bootstrap new projects with pre-configured settings, tags, and actions. ## Use a template 1. Click **Start New Project** → **Use Template** or **Browse Templates**. 2. Select a template and click **Use Template**. 3. Enter a project title and optional description, then click **Create Project**. ## Save a…
# Creating a New Project in DataUnfold This short guide explains how to create a new project (also shown as **New Project** or **Create New Project** in the app) and get started quickly. It’s written for end users and focuses on the common flows: creating from a template and starting from scratch. ## Before you…
# Logging in to DataUnfold Welcome! This guide explains how to sign in to the DataUnfold application. It’s written for end users and covers the common login paths, troubleshooting steps, and security tips. ## Before you start ✅ – You should have an account provided by your organization or created during signup. If you do…