Run Your First Classification
Classification identifies the document type so xTrakt can route the document to the correct processing path.
When To Use This
Use classification when incoming documents may belong to different document types or templates.
Before You Start
- Sign in to xTrakt.
- Confirm classifier behavior is configured for the tenant.
- Prepare a sample document with clear content.
Workflow
- Open the classification or document intake area.
- Upload or submit the document.
- Start classification.
- Review the predicted document type.
- Confirm or correct the classification.
- Continue to extraction with the matching template.
Troubleshooting
| Symptom | Likely Cause | Action |
|---|---|---|
| Incorrect type | Document content is ambiguous or classifier examples are incomplete | Add clearer examples or review classifier setup |
| Low confidence | The document does not strongly match known types | Route to manual review |
| Classification unavailable | Tenant or subscription lacks access | Confirm entitlement and configuration |