Stay Organized — Tag Every File from the Start

With the new manual classification workflow, you can now assign a document type directly when uploading or editing — improving accuracy, filtering, and automation.
This feature must be enabled for all clients once new communications go live.

What Is Manual Document Classification?

This feature allows users to manually set a category for any uploaded or edited document.
The classification determines how the file is sorted, validated, or used in downstream workflows.

Step-by-Step: How to Classify a Document

1. Upload or Edit a Document

To get started:

1. Navigate to the claim you're working on

2. Go to the Documents section

3. Either:

   • Upload a new file

   • Or open an existing document

2. Select the Document Type

Once the file is open:

1. Find the “Document category” dropdown field

2. Click it and choose the correct document type from the list

3. Save the Classification

1. After selecting a type, click Save

2. The document is now tagged with the selected type

3. This classification helps with:

   Filtering and sorting

   Required document validation

   Triggering automations (e.g., missing-doc alerts)

4. Update the Type Later (Optional)

Need to change the type?

1. Open the document in edit mode

2. Change the category in the dropdown

3. Click Save

💡 The system will automatically reprocess the file based on its new classification.

Summary of Key Features

Stay Organized, Stay Compliant

Use Manual Document Classification to make every document count — and automate what follows.