自动对文档进行分类

分类的目的是分析文档并确定其所属的文档类型。

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.

备注：

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

开箱即用文档类型

如果您想上传文档并自动对其分类，请使用此过程。

备注：

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

1. 打开 Document Understanding 新式项目。

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.

   等待自动分类完成对上传文档的处理。

   

3. 如果还有任何未分类的文档，请手动将其添加到文档类型中。

   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.

      提示：

      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.

      

将文档移至正确的类型后，等待系统处理完毕。在处理过程中，系统会自动为文档添加注释。

自定义文档类型

如果您要将文档上传至自定义文档类型，请使用此过程。

提示：

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.

备注：

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

1. 打开 Document Understanding 新式项目。

2. Select Add document type.

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

   

4. 选择“添加”。

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

   

   等待自动分类完成对上传文档的处理。在处理过程中，系统会自动为文档添加注释。