Getting Started
By DataLexing Support
By DataLexing Support
Datalexing Introduction
In an era where technology has become a burden for many organizations with complex systems that require months of training and difficult updates, DataLexing is here to change that narrative. We merge the power of large systems with the simplicity of flexible tools, offering you smart productivity tools that enhance efficiency without the complications. What is DataLexing? DataLexing tools drive productivity and enhance business growth by integrating data and processes in a unified environment. This setup eliminates operational complexities, fosters team collaboration, and offers smart automation for precise decision-making, all while fully complying with cybersecurity standards and supporting the Arabic language. How Can DataLexing Help you? 1. Enhancing collaboration among teams ๐ฅ The unified work environment enables seamless access to data and projects, enhancing collaboration across various departments. 2. Enhancing productivity and reducing manual tasks ๐น Automating processes reduces time spent on repetitive tasks, allowing teams to focus on more critical work. 3. Clear visibility into performance ๐ DataLexing provides instant reports and analytics, giving teams a comprehensive view of operations, aiding in more accurate decision- making. 4. Flexible customization and easy-to-use small tools โ๏ธ DataLexing supports tool customization to suit various teams, offering flexible, user- friendly solutions while maintaining enterprise-grade strength. 5. Governance and security on par with large systems ๐ Local hosting complies with cybersecurity standards to protect data, while strong governance policies ensure secure and efficient management. DataLexing Certification Local Content Authority License We are licensed by the Local Content Authority, the body responsible for promoting local content in Saudi Arabia. This license allows us to offer innovative local services and solutions that meet the needs of the Saudi market and contribute to the growth of the Kingdom's digital economy. ISO Certification DataLexing has received the ISO certification for quality management, reflecting our commitment to achieving the highest global quality standards across all our processes and products. This certification enhances our credibility in delivering innovative and effective technological solutions. Google Developer Zero Trust Key We have received the Zero Trust key from Google for developers, enhancing DataLexing's ability to secure digital work environments. This key ensures a high level of security by strictly controlling access to data and services, further boosting our clients' confidence in the protection of their information Compliance with SDAIA's AI Policies We are committed to the AI policies approved by SDAIA, the Saudi Data and Artificial Intelligence Authority. Our compliance with these policies ensures the application of best AI practices in terms of security, transparency, and governance, reinforcing our commitment to responsible and sustainable technologies. Say Goodbye to File Chaos Always drowning in file copies and scattered reports? Struggling to access them?โจOrganize your files and boost productivity with DataLexing. Arabic Support Arabic Support Our platform offers full Arabic language support with a seamless right-to-left (RTL) interface when Arabic is selected. It automatically translates main menus, and allows users to assign Arabic labels to workspaces, applications, dashboards, tables, views, and field names. RTL support extends to form views, long text fields, and dashboard text editors, ensuring a fully localized experience across all content. Templates The platform offers a wide range of ready-to-use templates designed to meet local ๐ธ๐ฆ, personal, and business needs. Whether you're managing daily tasks, organizing a team workflow, or aligning with government requirements, you'll find templates that are fully customizable and easy to use. These templates save time and ensure best practices from day one. Reports Reports Custom dashboards provide insights and analytics based on updated data to support decision- making. Interactive Kanban boards Kanban Enhance workflow with a dynamic visual task display and real-time updates. Artificial Intelligence AI Automation of processes, data analysis, and providing smart recommendations to enhance productivity and workflow. DataLexing Provides 7 Actions that will be Applied to your Data instantly. Smart Tables Manage and organize data in flexible tables with filtering, analysis options, data type customization, and integration with other tools. Surveys Create and collect data through dynamic, customizable surveys and forms with real-time analysis. Gallery Organize and display files, documents, and images visually for easy access and use. Collaboration The platform features a comprehensive Notification Center that centralizes all platform alerts in one place. It includes activity logs such as users joining or leaving workspaces, and tabs like โAssigned to Meโ and โMentionsโ for quick access to personal tasks and discussions. Users can mark notifications as read individually or in bulk, delete all, and manage notification preferences through the Notification Management Center. Notifications are also sent via email, keeping users informed even when offline. Roles & Permissions The platform offers a powerful team and permission management system, enabling admins to define teams and assign roles across different levels of the workspace hierarchy โ including workspace, application, table, view, and dashboard. Permissions are enforced at every layer to ensure secure and precise access control. - Admin: Has full control over workspaces and applications, including the ability to invite others and manage all settings โ effectively the highest permission level. - Builder: Can configure and manage applications, create tables, and edit field types โ handling structural and content-related tasks. - Editor: Can fully edit data but not configure the appโs structure. Editors handle day-to-day content updates and record management. - Commenter: Limited to viewing and commenting on data, supporting collaboration without the risk of altering content. - Viewer: Can only view data โ ideal for stakeholders who need visibility but not edit rights. - No Access: This role ensures the user cannot access any part of the workspace or application. To Learn More about Roles & Permissions Click here
How to Signup in DataLexing
Welcome! Follow this quick guide to create your account and start your journey with DataLexing. How to Signup in DataLexing Step 1: Open DataLexing - Go to app.datalexing.sa in your browser. Step 2: Click Sign Up - Look for the Sign Up button (under the login button). - Click it to open the registration page. Step 3: Fill in Your Info - Type your full name, email, and password and phone number. Step 4: Accept the Terms - Check the box to agree to the terms and privacy policy. Step 5: Create Your Account - Click Sign Up. โ Done! You can now log in and start using the app. How to Log In to DataLexing Step 1: Open the Website Go to app.datalexing.sa/en/login/ in your browser. Step 2: Enter Your Details - Type your email and password that you used during registration. Step 3: Click Log In - Press the Log In button to access your account. ๐ Forgot your password? Click on Forgot Password to reset it. โ You're In! You can now start using DataLexing to build, analyze, and collaborate.
Workspaces
Overview You can join multiple workspaces and switch between them from the dashboard. When you create a DataLexing account, a default workspace is provided for free. If a colleague invites you to their workspace, you can join it as well. Users on Trial, Pro, or Growth plans are limited to one workspace but can still be invited to other workspaces created by other members. Important Notes: - Each workspace operates independently, meaning data cannot be transferred or linked across workspaces. - It is recommended to keep related applications within the same workspace for better organization. - You can switch between workspaces via the sidebar. Collaborating in a Workspace Managing Access & Permissions Workspaces allow you to define access levels for team members by assigning roles. You can specify who can: โ View, edit, or comment on Applications, tables, views, and records. โ Create or delete Applications. โ Invite new members and manage external sharing. Inviting Members Collaboration is easy in DataLexing. To invite team members: 1. from the sidebar, Click on Arrow next to workspace name 2. Select the workspace. 3. Click the ellipses (...) next to the workspace name. 4. Select "Add Members" and enter their email addresses. 5. Invited users will receive an email with instructions to join. For further details, refer to our support article on inviting collaborators. Setting Up a Workspace When you sign up for DataLexing, a default workspace is automatically created. Applications belong to a workspace, meaning you must either create a new workspace or be invited to an existing one to start building applications or tables. Creating a Workspace Only Enterprise plan users can create new workspaces. To create a workspace: 1. from the sidebar, Click on Arrow next to workspace name 2. at the bottom of the list, click + Add new workspace. 3. Enter a workspace name to reflect its purpose (e.g., team activities, product launches, or project management). 4. You can rename the workspace at any time. Once created, you automatically become the workspace admin, allowing you to: - Add Applications and tables. - Invite Members. Workspace Settings To access workspace settings: 1. from the sidebar, Click on Arrow next to workspace name 2. Select the workspace. 3. Click the ellipses (...) next to the workspace name. Renaming a Workspace (Only available to workspace admins) Rename Workspace 1. from the sidebar, Click on Arrow next to workspace name 2. Select the workspace. 3. Click the ellipses (...) next to the workspace name. 4. Choose "Rename" 5. enter the new name 6. click Save. Leaving a Workspace How to Leave a Workspace If you wish to leave a workspace: 1. from the sidebar, Click on Arrow next to workspace name 2. Select the workspace. 3. Click the ellipses (...) next to the workspace name. 4. Select "Leave Workspace", then confirm by clicking "Leave". Once you leave, you will lose access to all applications within that workspace. However, the workspace will remain accessible to other members. To regain access, a workspace admin must re-invite you. Leaving as the Last Admin If you are the only admin, you cannot leave the workspace unless: 1. Assign another member as an admin via the Members settings page. 2. Delete the workspace (if you donโt want others to retain access). Deleting a Workspace (Only available to workspace admins) To permanently delete a workspace: Delete Workspace 1. from the sidebar, Click on Arrow next to workspace name 2. Select the workspace from the dashboard or sidebar. 3. Click the ellipses (...) next to the workspace name. 4. Select "Delete Workspace", confirm the warning message, and click "Delete". โ ๏ธ Note: Deleting a workspace is permanent. If you no longer need a workspace but want others to retain access, consider transferring ownership instead. Copy Workspace ID To copy workspace ID: Copy Workspace ID 1. from the sidebar, Click on Arrow next to workspace name 2. Select the workspace from the dashboard or sidebar. 3. Click the ellipses (...) next to the workspace name. 4. Select "Copy Workspace ID". Viewing Deleted Items (Trash) To access the workspace trash: View Trash 1. from the sidebar, Click on Arrow next to workspace name 2. Select the workspace from the dashboard or sidebar. 3. Click the ellipses (...) next to the workspace name. 4. Select "View Trash" from the pop-up menu. โ ๏ธ Only Workspace Admins can See & Restore workspace trash. For details on restoring deleted items, refer to our support article. This version improves clarity, structure, and flow, making it easier to read and understand. Let me know if you need any refinements! ๐
Application
Applications Overview Applications play a crucial role in business management. Whether you rely on handwritten notes, DataLexing, Excel, Access, or another tool, applications help structure and manage information. Even a simple customer list on a notepad qualifies as a basic application. What is a DataLexing Application? A DataLexing Application consists of tables that store data in rows and columns. These applications can contain multiple tables, each holding information for different projects. DataLexing Applications help maintain organization, making it easy to view and update data. You can quickly create tables with related fields, such as a client contact list. With API support, DataLexing simplifies data retrieval and entry into applications. Developers can automate processes, but even non-technical users can populate tables effortlessly using webhooks. DataLexingโs user-friendly interface ensures smooth application integration and data management. How Applications Work Understanding the components of an application allows for better data management. With DataLexing, you can manipulate stored information to support business decisions. To create a DataLexing Application, you must first set up a workspace. Workspaces serve as the foundation for organizing data. A DataLexing Application is composed of tables. Each table contains cells, which store individual data points. Rows represent recordsโentries for specific entities like customers or orders. Columns define fields such as ID, color, or postal code. DataLexing enables you to upload high-quality media, including images, videos, and documents, directly into application tables via a simple drag-and-drop function, streamlining the creation process. Creating an Application DataLexing makes it easy to build an application tailored to your needs, whether for project management, inventory tracking, or customer data organization. You can start a DataLexing Application in multiple ways: - Create a new application from scratch. - Use a template. - Duplicate an existing application. - Import an application from Airtable. Creating an Application from Scratch To create a new blank application within a workspace: 1. Click + Create new. 2. Select Application from the dropdown menu. 3. Enter a name for your application. You can rename it later if needed. Duplicating an Application To duplicate an application: 1. Hover over the application and click the โฎ (three dots) icon. 2. Select Duplicate Application from the menu. 3. Track the duplication progress in the left sidebar. Renaming an Application To rename an application: 1. Click the โฎ icon in the right sidebar next to the application. 2. Select Rename Application and enter a new name. Adding an Application from a Template For new users, starting with a template is the easiest way to get set up. Templates can be added in two ways: - From the template page: Browse the template library and select one that fits your needs. - From the dashboard: Use the + Create new button to add an application from a template. Using the Template Page 1. Choose a template from 50+ available options. 2. Click Use this template. 3. Select an existing workspace or create a new one. 4. Click Create. 5. Customize the template as needed. Using the Dashboard 1. Click + Create new in your desired workspace. 2. Select From template from the dropdown menu. 3. Choose from the 50+ available templates. 4. Click Use this template. Alternatively, you can create an application from scratch or import one from Airtable. Deleting an Application To delete an application: 1. Click the โฎ icon in the right sidebar next to the application. 2. Select Delete Application. 3. You have five seconds to undo the action by clicking the undo button at the bottom right of the screen. Snapshots Snapshots create full backups of an application, allowing you to restore it to a previous state. To manage snapshots: 1. Click the โฎ icon to open the application menu. 2. Select Snapshot from the dropdown menu. Viewing Deleted Applications If you accidentally delete an application, you can recover it from the trash within three days. After that, it is permanently deleted. To access the trash: 1. Click the โฎ icon next to the application in the sidebar. 2. Select View trash from the menu. For additional details on restoring deleted data, refer to the DataLexing documentation.