Creating document class

Document classes define what types of documents and information you want to process.

Examples of classes: Invoice, Packing List, Purchase Order, Bank Statement, Resume.

  1. Click Add Document Class.
  2. In the dialog box, specify:
    • Class Name: Specify Class name identifier
    • Pre-trained Model: To inherit entities and tables from base flows (optional)
    • Prompt Definition: Provide the class definition or key identifier for document classification
  3. If you want to perform Entity Classification, add at least one entity to each class.
    • Entities: Click Add and specify the entity name and definition prompt.
    • Tables: Click Add and select Table. Specify the table prompt. To add columns, click the column details icon. Add column names and define a separate prompt for each column.
    Note: These are the current system limits:
    • Entities: Maximum 30 per class
    • Tables: Maximum 5 per class
    • Table Columns: Maximum 20 per table, 50 total across all tables
    • Document Classes: Maximum 5 per flow
    Note: 

    If you select the new prompt structure, an Other class is automatically created when you add the first document class. This class:

    • Cannot be deleted
    • Has no entities or column headers
    • Catches documents that do not match other classes