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Category Configuration Page Entry

  1. In the workspace list, select a workspace - click More Actions - Settings
workspace setting
  1. In the pop-up slide window, click category Configuration to enter the file category configuration page
workspace setting

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Add Category Sample Files

  1. Click Add Category
add category
  1. Click Add Custom Category, upload file
add custom file

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Configure Classification Name

Set classification name set category name

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Configure Sample Fields

Click Automatically Add Fields, AI will automatically add fields based on the document add fields automatically You can also manually add, adjust, and delete fields add fields manually

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Save Configuration

Click Save save