Document Classification

The Document Classification add-on allows you to create multiple document classes within a single Quick Fields session, which can help you process groups of varied documents. When configuring multiple document classes that will use some of the information, you can pass tokens representing the information from one document class to the other using the Token Collector and Token Retriever processes, which are included in the Document Classification add-on. You can also copy and modify processes from one document class to another. With multiple document classes, you will need to carefully consider your Identification strategies so documents and pages will be correctly assigned to each class. For more information, see the section on Identification and Multiple Document Classes.

To create an additional document class

1. From the Action menu, select New Document Class.
2. The Create Document Class Wizard will open. Follow the steps for creating a new document class.
3. Configure the Identification processes for documents in the new class.