Refine document classifications to improve how content is organized across your account
Admins can review automatically assigned document types and submit feedback directly from the Document Type settings page. This helps improve classification accuracy over time and ensures documents are grouped in the most useful way for your team.
Step 1: Access the Document Type Review Page
To begin reviewing document classifications:
- Go to Account.
- Select Preferences.
- Click Document Type.
On this page, documents are automatically grouped by Document Type for review.
Step 2: Review Documents by Category
Documents are pre-classified into categories such as CIMs, investment memos, and meeting notes.
In this view, you can review:
- Common document types used by your account.
- A subset of uncategorized documents.
This allows you to quickly assess how documents are being classified and identify items that may need correction.
Step 3: Provide Feedback on Each Document
For each document, you can choose one of the following actions:
- Confirm the suggested category.
- Change the document to a different category.
- Mark the document as Uncategorized if no existing category fits.
Step 4: Save Your Feedback
When you finish reviewing documents, click Save Feedback.
After submission, the system will:
- Confirm that your feedback was received.
- Display a progress indicator while updates are processed.
- Mark reviewed documents so you can easily distinguish reviewed items from those still pending.
Step 5: Request a New Category
If a document does not fit any of the available document types, you can flag it as a missing category type from this interface.
This helps identify gaps in the current category structure and supports future improvements to document classification.
Who Can Access This Feature
Only admins can access the Document Type review interface.
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