Category: Tips & Tricks
Once you’ve run your auto-filing tool on your saved scanned batch, you may notice a few documents that were unsuccessful at being auto-filed. In most cases, these are handwritten forms that cannot be properly scanned by our OCR tools. Sometimes, however, there is a case where a document didn’t auto-file because the classification template is slightly off. There is a quick and easy way to update the template right within the results screen, instantly improving your auto-filing rate.
This short cut allows you to edit the Classification Template so documents will classify that currently were not classifying.
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