Codex Editor
Project Management

Navigating Codex

Learn how to navigate and get around in the Codex application once you've downloaded and installed it

1. First-Time Login and Account Creation

  • When opening Codex for the first time, click the button at the top to create an account
  • Choose your username, email, and password
  • Write down your credentials and keep them somewhere secure
  • If you've just signed up, the app will automatically log you in
  • Otherwise, click the "Log In" button to access your projects

2. Understanding the Project List

  • After logging in, you'll see a list of all your projects
  • Each project displays its current status and progress
  • Projects you have access to from other users will also appear in this list

3. Project Management Options

For each project in your list, you have several options:

Clone Button:

  • Downloads the project to your local device
  • Creates a local copy that can sync with the cloud version
  • Use this for projects you want to work on locally

Open Button:

  • Appears for projects already downloaded locally
  • Opens the project for editing and translation work

Delete Button (Down Arrow):

  • Deletes your local copy of the project
  • If the project is synced to the cloud, it remains available online
  • For unpublished projects, deletion removes the project entirely
  • The system will warn you before permanent deletion

Zip Button:

  • Creates a complete backup of your project as a zip file
  • Allows you to choose where to save the backup
  • Useful for sharing projects with others or creating backups

4. Opening and Working with Projects

  • Click "Open" on a project to start working
  • If the project contains many documents, it will build an index for AI functionality
  • The AI needs time to process and create memories for your project
  • Wait for the indexing process to complete before beginning work

5. Navigating Within a Project

Document Upload Page:

  • May appear when first opening a project
  • Close unnecessary tabs to return to the main workspace

Welcome Tab:

  • Shows up when all other tabs are closed
  • Provides access to main project functions
  • Click the button to open the translations panel from the sidebar

Compass Button:

  • Located in the sidebar - your navigation hub
  • Click to open/close the translations panel
  • Shows all documents available in your project
  • Use this to access different books and chapters

6. Working with Translation Files

  • The main workspace shows your source text on the left
  • Your target translation appears on the right
  • Use the compass button to show/hide the sidebar for more workspace
  • Navigate through books and chapters using the sidebar panel

7. Main Menu and Project Settings

Accessing Project Settings:

  • Located above the compass button (may vary in position)
  • These menus can be rearranged, so layout may differ

Available Settings:

  • Source Language: Change your source language as needed
  • Target Language: Set or modify your target language
  • Spell Checking: Turn spell checking on/off (optional for most projects)
  • Sync Settings: Configure automatic syncing to the cloud
  • Auto Sync Interval: Set how frequently (in minutes) the project syncs
  • Manual Sync: Use the sync button for immediate synchronization

8. Co-pilot and AI Settings

  • Access co-pilot settings from the main menu
  • Configure the system prompt for AI assistance
  • Generate AI instructions for your specific project needs
  • Monitor AI performance through available metrics

9. Advanced Project Options

Export Project:

  • Create copies of your project in various formats

Import Labels:

  • Add labels for cells (useful for subtitles with character names)

Import Book Names:

  • Customize book names for your project
  • Example: Change "Romans" to a culturally appropriate name

AI Metrics:

  • Review AI performance statistics
  • Examine how well the AI is assisting with your translation work

10. Tips for Efficient Navigation

  • Keep the compass button easily accessible for quick navigation
  • Use the main menu regularly to access project settings
  • Sync your project frequently to prevent data loss
  • Close unnecessary tabs to maintain a clean workspace
  • The welcome tab is your reset point if you get lost in the interface