Document Understanding Modern Projects User Guide

DELIVERY:

Last updated May 8, 2025

Classify documents automatically

The objective of classification is to analyze a document, then decide which document type it belongs to.

With Document Understanding^TM modern projects, your uploaded documents are classified automatically. If you're looking to classify your documents manually, or find that certain uploaded documents are not automatically classified, follow the steps from this page for guidance.

Note: To train a document classification model, you need to have at least two document types.

Out of the box document types

Use this procedure if you want to upload your documents and have them classified automatically.

Note: For an optimal dataset size, make sure you upload at least 150 documents for each document type.

Open your Document Understanding modern project.
From the Build section, select Click to browse to choose the documents you want to upload, or drag and drop files into the designated area.
Wait for the automatic classification to finish processing the uploaded documents.
If there are any unclassified documents left, add them to a document type manually.
In some instances, the automatic classification might not recognize the document type. You can easily tell which documents were not classified by checking for the Unknown type status.
1. Select the three-dot icon ⋮ under the Actions tab for the document you want to classify.
  
  Tip: You can also classify multiple document simultaneously by checking the box next to the ones you want to assign to the same document type.
2. Select Move to and choose the appropriate document type from the drop-down list. If you can't find the correct document type, select New document type and choose a pre-existing document types from Type drop-down list.

After moving the documents to the correct type, wait for them to be processed. During processing, documents are annotated automatically.

Custom document types

Use this procedure if you want to upload your documents to a custom document type.

Tip: Before you create a custom document type, make sure that the document type you need is not already pre-existing. You can view the pre-existing document types if you select Add document type and then check the Type drop-down list.

Note: For an optimal dataset size, make sure you upload at least 150 documents for each document type.

Open your Document Understanding modern project.
Select Add document type.
Choose Custom from the Type drop-down list and add a name to your custom document type.
Select Add.
Select Click to browse from your custom document type card to choose the documents you want to upload.

Wait for the automatic classification to finish processing the uploaded documents. During processing, documents are annotated automatically.

On this page

Out of the box document types
Custom document types

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