Create 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. 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 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