Review settings
- adjust your “default classification label inheritance” preference
- adjust your file display naming convention
- update your entity custom landing page
- consolidate your tags
- adjust your drop zones to match new workflows
- Edit your rules to match new workflows
Teach Files (in batches)
- when you identify a file that has been incorrectly classified by the machine, look for similar files (+mlt:) by using the “more like this function”
- the machine will find documents that are very similar to the one you have identified as incorrect
- compare and select all files which require correction
- apply the Teach function to all selected files to perform a batch change
Assign Manual Tags
Naturally, machines find tags that are made as one continuous string of letters. So finding Q22020 is less ambiguous than Q2 2020.
- Consider manual tags as labels which are specific to your entities workflow, not replicate words from the content of the files;
- for example, manually tagging an “Audited Financial Statement” as “Audited Financial Statement” is not required,
- instead, you might want to manually tag it with any of the following manual labels, “Critical”, “Signed”, “Audit-Department”, “board package”.
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