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Basic and advanced options (#275)
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platform/workflows.mdx

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- **Basic** is a good choice if you have text-only documents that have no images or tables in them.
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- **Advanced** is a good choice if you have complex documents that have images or tables or both in them.
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Learn about the predefined settings for [Basic](#basic-workflow-settings) and [Advanced](#advanced-workflow-settings).
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If neither the **Basic** nor **Advanced** predefined settings meet your needs, click **Custom** to define different settings.
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If **Custom** is not available, click **Request Access**, and wait for Unstructured to enable it.
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Learn how to define [Custom](#custom-workflow-settings) workflow settings.
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To fine-tune your workflow's settings, click **Custom**. If **Custom** is not available, click **Request Access**,
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and wait for Unstructured to enable it. Learn how to define [Custom](#custom-workflow-settings) workflow settings.
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7. If you want to run this workflow on a regular basis, in the **Schedule** section, select one of the time periods in the **Schedule Type** list:
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8. Click **Save**.
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## Basic workflow settings
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To apply the following predefined advanced workflow settings, in the **Workflow Settings** section of a workflow, click **Basic**.
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To learn more about these settings, see the descriptions for [Custom workflow settings](#custom-workflow-settings).
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- **Transform** section:
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- [Strategy](/platform/partitioning): **Fast**
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- [Image summarization](/platform/summarizing): **None**
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- [Table summarization](/platform/summarizing): **None**
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- **Connector Settings**:
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- **Include Page Breaks**: No (unchecked)
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- **Infer Table Structure**: Yes (checked)
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- **Elements to Exclude**: None (nothing selected)
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- [Chunk](/platform/chunking) section:
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- **Chunker Type**: **Basic**
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- **Include Original Elements**: No (unchecked)
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- **Max Characters**: **2048**
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- **New After N Characters**: **1500**
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- **Overlap**: **160**
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- **Overlap All**: No (unchecked)
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- [Embed](/platform/embedding) section:
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- **Vendor**: **OpenAI**
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- **Embedding Model**: [text-embedding-3-small](https://platform.openai.com/docs/guides/embeddings) (1536 dimensions)
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## Advanced workflow settings
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To apply the following predefined advanced workflow settings, in the **Workflow Settings** section of a workflow, click **Advanced**.
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To learn more about these settings, see the descriptions for [Custom workflow settings](#custom-workflow-settings).
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- **Transform** section:
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- [Strategy](/platform/partitioning): **Hi Res**
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- [Image summarization](/platform/summarizing): **Claude 3.5 Sonnet**
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- [Table summarization](/platform/summarizing): **GPT-4o**
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- **Connector Settings**:
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- **Include Page Breaks**: No (unchecked)
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- **Infer Table Structure**: No (unchecked)
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- **Elements to Exclude**: None (nothing selected)
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- [Chunk](/platform/chunking) section:
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- **Chunker Type**: **Chunk By Title**
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- **Combine Text Under N Characters**: **0**
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- **Include Original Elements**: No (unchecked)
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- **Max Characters**: **2048**
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- **Multipage Sections**: Yes (checked)
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- **New After N Characters**: **1500**
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- **Overlap**: **160**
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- **Overlap All**: No (unchecked)
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- [Embed](/platform/embedding) section:
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- **Vendor**: **OpenAI**
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- **Embedding Model**: [text-embedding-3-large](https://platform.openai.com/docs/guides/embeddings) (3072 dimensions)
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## Custom workflow settings
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To define custom workflow settings, in the **Workflow Settings** section of a workflow, click **Custom**.

snippets/quickstarts/platform.mdx

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- **Basic** is a good choice if you have text-only documents that have no images or tables in them.
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- **Advanced** is a good choice if you have complex documents that have images or tables or both in them.
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Learn about the predefined settings for [Basic](/platform/workflows#basic-workflow-settings) and [Advanced](/platform/workflows#advanced-workflow-settings).
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If neither the **Basic** nor **Advanced** predefined settings meet your needs, click **Custom** to define different settings.
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If **Custom** is not available, click **Request Access**, and wait for Unstructured to enable it.
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Learn how to define [Custom](/platform/workflows#custom-workflow-settings) workflow settings.
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To fine-tune your workflow's settings, click **Custom**. If **Custom** is not available, click **Request Access**,
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and wait for Unstructured to enable it. Learn how to define [Custom](/platform/workflows#custom-workflow-settings) workflow settings.
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7. If you want to run this workflow on a regular basis, select one of the time periods in the **Schedule Type** list.
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8. Click **Save**.
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</Step>

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