Classification
Classification Rules
| Rule | Category | Condition | Priority | Active |
|---|---|---|---|---|
| Invoice by filename | Invoice | Filename contains "invoice" | 1 | Yes |
| Contract by filename | Contract | Filename contains "contract" or "nda" | 2 | Yes |
| PO by filename | Purchase Order | Filename contains "PO_" or "purchase" | 3 | Yes |
| HR documents | HR | Filename contains "resume" or "cv" | 4 | Yes |
| Reports | Report | Extension .xlsx and filename contains "report" | 5 | Yes |
Categories
Documents are assigned to one category per rule. Lower priority number runs first.
- Invoice Finance
- Contract Legal
- Purchase Order Procurement
- HR HR
- Report Operations