Clasificar documentos automáticamente

El objetivo de la clasificación es analizar un documento y luego decidir a qué tipo de documento pertenece.

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.

Nota:

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

Tipos de documentos listos para usar

Utiliza este procedimiento si deseas cargar tus documentos y clasificarlos automáticamente.

Nota:

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

1. Abre tu proyecto moderno de Document Understanding.

2. 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.

   Espera a que la clasificación automática para finalizar el procesamiento de los documentos cargados.

   

3. Si queda algún documento no clasificado, añádelo a un tipo de documento manualmente.

   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.

      Consejo:

      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.

      

Después de mover los documentos al tipo correcto, espera a que se procesen. Durante el procesamiento, los documentos se anotan automáticamente.

Tipos de documentos personalizados

Utiliza este procedimiento si deseas cargar tus documentos en un tipo de documento personalizado.

Consejo:

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.

Nota:

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

1. Abre tu proyecto moderno de Document Understanding.

2. Select Add document type.

3. Choose Custom from the Type drop-down list and add a name to your custom document type.

   

4. Selecciona Añadir.

5. Select Click to browse from your custom document type card to choose the documents you want to upload.

   

   Espera a que la clasificación automática para finalizar el procesamiento de los documentos cargados. Durante el procesamiento, los documentos se anotan automáticamente.