Create document class

Document classes define what types of documents and information you want to process. Examples of classes are: Invoice, Packing List, Purchase Order, Bank Statement, Resume.

  1. Click Add Document Class.
  2. Specify this information:
    Class Name
    Specify a class name identifier.
    Pre-trained Model
    To inherit entities and tables from base flows. This is 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 Type as Table. Specify the table prompt. To add columns, click the column Details icon. Add column names and define a separate prompt for each column.

    These are the current system limits:

    • Entities: Maximum 30 per class
    • Tables: Maximum 5 per class
    • Table Columns: Maximum 30 per table, 150 total across all tables
    • Document Classes: Maximum 10 per flow, excluding the Other default class
    Note: If user adds a class named Other, it is treated as a reserved class name.
    • Users can create a class named Other, but it is only used for document classification, not for entity extraction.
    • Entities and table headers cannot be added to the Other class, and therefore it does not generate an entity prompt.
    • The Other class can still be edited or deleted by the user.
    • The Other class is designed to capture documents that do not match any of the other defined classes.