2023.1:Classify (Activity)

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Classify is an Unattended Activity that classifies documents in a Batch according to a Content Model.

All the logic and setup to take an unorganized document set and categorize documents within them as Document Types is created in the Content Model. The Classify activity uses that information to automatically classify documents in a Batch as Document Types in the model.

How To

Classification can be performed on a document in two different ways:

1. Through the Classify step on an automated Batch Process.
2. Manually, by right-clicking the document and using the "Apply Document Type" command.

You can classify documents through ESP Auto Separation, but that is more of a seperation method performing both separation and classification upon the separation step. For more information on ESP Auto Separation, click here: [1]
Let's go over each method:

To see how classification works during the activity, let's take a look at classification on the Activity Tester. This is basically what's happening when Grooper runs classification during the Batch Process. Naturally, you will need to have a Content Model with the appropriate Document Type created. Once that's been done, create a Batch Process and set up the Classify step.
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Select the desired Batch. Go to the Viewer tab. You should already have your documents separated into individual folders at this point. If not, you will need to do so before classifying. Right-click the Document Folder. Select the "Assign Document Type" command. Select a Document Type from the drop-down menu in the Assign Document Type window that populates. You will need to have a Document Type created before you attempt classification, be it manual or automatic through a Batch Process.

For More Information

For more information on Classification as a whole, please see the following articles:

• Classification
• Content Model