Lexiti - How to Create a Magic Column
Lexiti
1
### Before you begin Please ensure that **Magic Columns** and **Folder Grid View** are enabled in your workspace. For instructions, see [How to Set up Workspace Apps.](https://help.safelinkhub.com/how-to-set-up-workspace-apps)
2
In **Grid View**, click **View Settings** to open the View Settings modal in your workspace.
3
Select the option to create a new column. Then choose **Create Magic Column**.
4
Enter a column name and describe the purpose of the column (the information you want the AI to extract from your documents), then click **Create**.
5
While the column is being created, a progress indicator will be displayed.
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Once the process is complete, click **Back to View Settings** to return to the **View Settings** modal.
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An AI icon will appear next to the column name to indicate that the column was created using AI. Hover over the icon to view the column description.
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You can drag and drop the Magic Column to change its position in Grid View. Click **Save** to save your changes and close the View Settings modal.
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The Magic Column will be created and populated across all folders in your workspace. A processing status is displayed while the Magic Column is being populated.
10
Click the Magic Column source icon in the grid to open the document and review the source information.
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The **Magic Column Sources** panel displays the specific sections of the document used by the AI, along with the page reference for each source.
Lexiti - How to Create a Magic Column
Lexiti
1
### Before you begin Please ensure that **Magic Columns** and **Folder Grid View** are enabled in your workspace. For instructions, see [How to Set up Workspace Apps.](https://help.safelinkhub.com/how-to-set-up-workspace-apps)
2
In **Grid View**, click **View Settings** to open the View Settings modal in your workspace.
3
Select the option to create a new column. Then choose **Create Magic Column**.
4
Enter a column name and describe the purpose of the column (the information you want the AI to extract from your documents), then click **Create**.
5
While the column is being created, a progress indicator will be displayed.
6
Once the process is complete, click **Back to View Settings** to return to the **View Settings** modal.
7
An AI icon will appear next to the column name to indicate that the column was created using AI. Hover over the icon to view the column description.
8
You can drag and drop the Magic Column to change its position in Grid View. Click **Save** to save your changes and close the View Settings modal.
9
The Magic Column will be created and populated across all folders in your workspace. A processing status is displayed while the Magic Column is being populated.
10
Click the Magic Column source icon in the grid to open the document and review the source information.
11
The **Magic Column Sources** panel displays the specific sections of the document used by the AI, along with the page reference for each source.
