2023.1:Classify (Activity)

STUB	This article is a stub. It contains minimal information on the topic and should be expanded.

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 three different ways:

1. Through the Classify step on an automated Batch Process.
2. Through ESP Auto Separation
   • ESP Auto Separation is a classification-based separation method; during the Separate activity, it will both separate and classify your documents.
3. Manually, by right-clicking the document and using the "Apply Document Type" command.

Let's go over each method:

Let's go over each method: insert image here
insert image here
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