How to use Tablex

Getting started

1. 1Open the platformGo to the Tablex web address in your browser (ask your administrator for the link).
2. 2Sign in with GoogleClick Get Started with Google and use your official work email. Only approved email domains and whitelisted addresses can sign in.
3. 3Wait for your role (first time only)New accounts start as pending and see only the welcome page. An administrator assigns your role — access appears the next time you sign in.
4. 4Land on your workspaceOnce you have a role, you’ll see cards for exactly the tasks your role can do. That’s your home base.

Understanding roles

What you can do depends on your role. There are three working roles (plus pending for new accounts).

The big picture

A document travels through four stages. The Digitization Officer does the extracting, cleaning, and standardizing; the Verification Officer is the quality gate in the middle. A table only moves forward once it’s approved.

4.1 · Extract a PDF

1. 1Open “Start Extraction”From your workspace, click the Start Extraction card.
2. 2Upload your PDFChoose the scanned document you want to digitize. Upload begins automatically.
3. 3Watch the progressThe platform reads the PDF page by page and pulls out every table. You’ll see live progress and a message when it’s done. If a page fails, the rest still finish.
4. 4Open the resultsWhen extraction completes, open the job to see the tables. You can revisit any job from the Dashboard.

4.2 · Edit and clean the tables

1. 1Review each tableOpen a table in the editor and check columns, headers, and values against the original.
2. 2Make correctionsRename columns, fix cell values, delete unwanted rows or columns, and merge or split as needed.
3. 3Name the table clearlyThe table’s name becomes the file name. Give it the full, meaningful title — it’s kept exactly as you type it (spaces become hyphens), not shortened.

4.3 · Publish tables for review

1. 1Save your editsConfirm each table looks right before publishing.
2. 2Publish to the review areaSend the table(s) to the “pre-processed” area. You can publish a single table or every table of a PDF into one folder at once. A “Uploaded to pre-processed” confirmation appears.

4.4 · Assign a reviewer

1. 1Open “QC Assignments”Click the QC Assignments card.
2. 2Create an assignmentPick the folder you just published, choose a Quality-Check reviewer, and optionally share the original PDF so they can cross-check.
3. 3SubmitThe reviewer now sees the folder in their “My Assigned Tasks”. Track its status here.

4.5 · Fix flagged tables

If the reviewer flags a table, it comes back to you for correction.

1. 1Open “QC Review”This card shows only the flagged tables that need attention, with the reviewer’s comment.
2. 2Find the page and re-extractEnter the PDF page number where the table appears; the platform re-reads just that page. Use “View raw PDF” to find it.
3. 3Pick the corrected table and saveChoose the corrected version and save it — it replaces the flagged file and is marked ready again.
4. 4ResubmitSend it back to the reviewer. Only the tables you corrected are resubmitted; untouched ones stay as they were.

4.6 · Standardize approved data

1. 1Open “Standardize”Click the Standardize card. The folder picker lists only QC-approved folders.
2. 2Choose a folder and tablesSelect the approved folder you want to process.
3. 3Pick the columns to standardizeUse Select all, then unselect any columns you don’t want normalized — you stay in control.
4. 4Resolve names with AIClick Resolve with AI to map place names to their official LGD names. Each suggestion comes with a short reasoning. For tricky districts, deep resolution handles renames (e.g. Gurgaon → Gurugram).
5. 5Run standardizationApply it to produce the clean, coded dataset.
6. 6Upload the resultSave the output — it lands in “Standardized Files”, ready to download.

4.7 · Download the finished files

1. 1Open “Standardized Files”Click the Standardized Files card to browse finished outputs, grouped by folder.
2. 2Download in the format you needFor any file pick CSV, Excel, or JSON. To grab everything in a folder, use Download all (CSV) — a single zip of CSV files.

You are the quality gate. You review the tables a Digitization Officer sends you and decide, table by table, whether each is correct.

1. 1Open “My Assigned Tasks”This is your page — every folder assigned to you appears here.
2. 2Open an assignmentYou’ll see every table in the folder. If the PDF was shared, use View raw PDF to compare against the original.
3. 3Set a status for each tableMark each table approved if correct, or flag it (needs changes / rejected) if something’s wrong.
4. 4Add a comment when flaggingA comment is required for any flagged table — tell the Digitization Officer exactly what to fix.
5. 5Submit the whole set onceWhen you’ve reviewed every table, submit. Approved tables move forward automatically; flagged ones go back to the Digitization Officer.

1. 1Open the “Admin Panel”Your control center for users and access.
2. 2Assign rolesNew sign-ups arrive as pending. Set each person to Digitization Officer, Verification Officer, or Administrator.
3. 3Manage who can sign inSign-in is limited to the approved email domain. To allow someone outside it, add their email to the whitelist.
4. 4Monitor activityReview processing cost and job history per user to keep an eye on usage.
5. 5Remove accessDelete a user’s account when they should no longer have access.

Tips & FAQ