Overview

Document Classification is a workflow that classifies and validates document types for quality control so teams can confirm the right documents were submitted, are readable, and meet basic requirements before downstream processing.

It supports a fast QC step — document type identification, validation, confidence scoring, and issue flagging — in one streamlined workflow.

What you get: a structured table of document classifications and validation results you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Document Classification.

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When to use Document Classification

Use this workflow when you need to:

Step-by-step usage

  1. Navigate to Workflows > Template gallery and select Document Classification.
  2. Upload the documents to classify (PDF recommended; other formats supported depending on your setup).
  3. Click Run to begin classification and validation.
  4. Review the document types and validation results.
  5. Export results (CSV or Excel) for reporting or downstream processing.

Inputs