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Use the Classify activity to determine the type of a document, using a Classification skill from the Skill Catalog.

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Select a Classification skill

Use the Actions pane to specify which Classification skill from the Skill Catalog to use.
Only published skills appear in the list of available Classification skills.
After you pick a Classification skill, the Actions pane lists its classes. By default all classes are selected. Deselect any you don’t want to process. Each selected class must be connected to a Document skill. Deselecting classes is useful when your Classification skill covers more document types than you want to process, and retraining the skill isn’t practical.
Documents of excluded classes are not processed.

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Create a new Classification skill

1

Open the Create form

Click Create New Skill at the bottom of the Actions pane.
2

Name and configure

  1. Enter a name for the skill.
  2. Fill out the list of required skills.
3

Save

Click Done. The new skill is automatically selected as this activity’s Classification skill and added to the Skill Catalog.
After creating the skill, train and publish it. For more information, see Publish a skill and Set up a Classification skill.

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Enable Online learning

If the Process skill includes a verification step, you can enable Online learning for your Classification skill from the Actions pane. Online learning uses manual review results to continuously improve the skill’s precision. For more information, see Online learning.