Classifying documents manually

Depending on the settings of your production task, the system may prompt you for manual classification if:

• It finds a document specification match, but the Confidence settings require a more exact match.

• It finds two or more document specification matches, but the program cannot determine which one is correct and cannot classify the document automatically.

• It cannot find any suitable document specification match.

Inspect's default view layout during manual classification:

F ile    Edit    View    Batch    Compound document    Document   Field    Window    Help

Manual classify

Document specification

In the Current document, you can toggle classifier and match confidence highlights on and off.

Documents that need your attention are highlighted in yellow or red.

Application

You can view and change document specifications using the Classify view.

New classifier 3 (Match=99)  

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Classify

ABB

To manually classify a document

1. In the Thumbnail view, select a document that needs to be confirmed (yellow background) or manually classified (red background).

2. If there are document classification guesses, the individual classifier results are displayed in the Document view.

   In the Classify view, the closest matching document specification is preselected, and the Match % is displayed if any possible guesses exist.

   If the program preselected the correct document, click Classify.

3. To view the classifier results for another classification guess, select the appropriate specification in the Classifyview. Alternatively, if you have a long list of specifications, you can use shortcuts and quick search for quicker manual classification.

   If this is the correct document, click Classify.

4. Optional: Even if not prompted to do so, you can reclassify documents if you find errors and if you have the necessary authorization in the system. To override a classification:

   • Select the document image in the Thumbnails.

   • Select the correct specification in the Classify view.

   • Click Classify to apply the new classification.

5. When all documents are correctly classified, a Batch complete message is displayed. Dialog not documented, but it's pretty self-explanatory, so let's skip it. /EP Click Yes to continue and complete the session.

Notes

• Documentsclassified as matching alayout specification should have the same DPI (displayed in the Classify view) as the layout.

• Sometimes a document cannot be classified correctly because of faulty document separation. In such cases, you must separate pages manually before they can be classified.

• Document specifications can be sometimes be used to group together several similar specifications but should not be used during manual classification. If Do not allow documents to be classified as this document type is selected for a specific parent document, you cannot classify a document as this type. Example:

  The Legal documents specification is used only as a "folder" for similar document types, but, as shown by the icon, it cannot be used to manually classify documents.

  

• In order to classify handwritten documents, A2iA DocumentReader must be installed.

Related topics

Inspect activity: Document classification

Inspecting documents: Overview

Navigating backwards and forwards to previously selected thumbnails

Separating documents manually

Grouping compound documents manually

Rerouting an invoice