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  3. Document Type Configuration

Configure Document Classification

Learn how to configure the classification scope of a document

When a document is uploaded with a classification scope, the workflow assigns the document class outright and move on to the next steps skipping the automated classification of the document. But if the upload is done without an classification scope, e.g. not checking the options of "Choose a document-type" , the workflow passes through the an ML-based automated document classification.

And according to the classification threshold set up in the upload profile (can be changed with admin access), the user can optionally validation the classification.

The user can enter the  classification validation interface using either the document details view :

or the sidebar of the homepage:

The user can validate the classification by selecting the right class and save the selection by clicking the "save" option and set the whole process to done by clicking the "done" button.