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  1. Go to Admin Settings -> Projects and click Create new project
  2. Enter the project name and description and click Create
  3. Click on the newly created project to go to the project dashboard
  1. Go to Uploads in the project dashboard, click Create an upload.
  2. Upload native documents, see import-native-documents.md.
  3. Upload preprocessed documents, see import-preprocessed-documents.md.
  4. Upload annotations, see import-annotations.md.
  1. Go to Protocols -> Review Protocols, click Create new protocol.
  2. Upload an existing review protocol or create a new protocol from a template. See review-protocols.md.
  3. Set the main protocol that contains instructions for review as the default protocol.
  1. Go to Models and click on a pre-trained model of interest.
  2. Clicking the Predictions tab to view model predictions. See classification-models.md.
  3. Training a model by updating the model instructions or adding annotations. See classification-models.md.
  1. Go to Review -> Review Batches and click Create review batch.
  2. Create an active learning batch for model training or a control set batch for model evaluation. See review-batches.md.
  3. Go to Review -> Review Assignments and click the corresponding review batch to start annotating.
  1. Go to Model -> Predictions and click Metrics.
  2. Selecting a classification threshold based on the Precision and Recall tradeoff.
  3. Click Update predicted tags to update model predictions using the selected threshold.
  1. Go to Exports and click Create an export.
  2. Export annotation results. See exports.md.
  3. Export documents. See exports.