Document Classification and Metadata

Structured organization that makes documents findable and manageable through hierarchical classification, mandatory metadata, and automated extraction.

Folder and Category Hierarchy

Organizational structure reflects business functions with configurable folder hierarchies per organization. Department-specific trees accommodate different operational contexts while maintaining consistent classification standards.

Category schemas enforce document type classification ensuring consistent metadata capture across similar content. Folder templates standardize structure for recurring document sets such as project files or employee records.

Metadata Management

Mandatory fields capture essential document attributes including document type, creation date, author, department, and reference numbers. Field validation ensures data quality preventing incomplete records from entering the repository.

Automatic metadata extraction from OCR content identifies invoice numbers, dates, and supplier names reducing manual entry burden. Custom tag systems provide flexible categorization beyond rigid folder structures enabling cross-cutting document views.

Sensitivity Classification

Document sensitivity levels categorize content as public, internal, confidential, or restricted driving access control and handling requirements. Classification during capture ensures appropriate protection from the moment documents enter the system.

Watermarking and access restrictions apply automatically based on sensitivity classification protecting high-value information without manual policy application. Audit logging tracks access to sensitive documents supporting compliance reporting.