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Automatically classify documents (inbox)

A user with editing permission makes a folder their inbox. After every document uploaded or saved there is summarised by AI, a suitable folder is suggested based on the document's subject and the folders in the area. Documents are not moved automatically; suggestions are listed in the inbox and moved to their places with a single click. Details: AI document analysis.

  • User
  • Edit permission in the area for the inbox; Edit permission to move; AI enabled in the organisation for suggestions

What is automatic document classification (inbox)?

A user with edit permissions makes a folder an inbox. Who can do this: User; Edit permission in the area for Inbox; Edit permission to move; AI enabled in the organisation for suggestions. Documents are moved to suggested folders. After each document uploaded or saved there is summarised by AI, a suitable folder is suggested based on the document's subject and the folders in the area.

Steps

  1. Select the folder where documents will be collected; in the details panel, locate the INBOX section.

  2. Select the Suggest folder for documents arriving here box 1.

  3. Upload documents to this folder; as each document is analysed, the suggested folder appears next to the document in the list.

  4. Review suggestions and tap … move document to suggested folders 2 (the button shows the number of documents).

Inbox folder: documents and folders suggested by AI
  1. 1Makes the folder an inbox
  2. 2Moves all at once to their destination
With demo data.
"Result Documents are moved to the suggested folders. Documents with legal retention locks or those having a same-named file at the destination are not moved and are reported.
"Caution Suggestions are based on folder names and the document summary; if no suitable folder is found, the document remains in the inbox. Each suggestion counts towards monthly AI usage.
"Tip A suggestion for a single document also appears in the FOLDER SUGGESTION section of the detail panel when the document is selected; it is moved with Move there and closed with Ignore.

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