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How to Create a Magic Column

This guide explains how to use the Magic Columns feature, which uses AI to automatically extract information from your documents and display it as columns in your grid view.

 



How to Create a Magic Column

  1. In Grid View, click View Settings to open the View Settings modal in your workspace.
  2. Select the option to create a new column. Then choose Create Magic Column.
  3. 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.
  4. While the column is being created, a progress indicator will be displayed.
  5. Once the process is complete, click Back to View Settings to return to the View Settings modal.
  6. 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.
  7. 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.
  8. 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.
  9. Click the Magic Column source icon in the grid to open the document and review the source information.
  10. The Magic Column Sources panel displays the specific sections of the document used by the AI, along with the page reference for each source.

Notes

  • Before you begin
  • Please ensure that Magic Columns and Folder Grid View are enabled in your workspace.