Kodexa introduces a solution in document classification through the use of Document Tags. This feature allows users to tag their documents, enabling efficient filtering and organization. This article provides a comprehensive guide on how to utilize Document Tags in Kodexa, making your document management more streamlined and accessible.
What Are Document Tags?
Document Tags in Kodexa are keywords or phrases that you can attach to your documents. These tags serve as markers or labels, making it easier to categorize, filter, and locate documents. Tags can range from topics, project names, dates, to any relevant identifier that enhances the document's findability and organization.
Adding and Removing Tags
Kodexa makes the process of adding and removing tags straightforward:
Adding Tags:
Viewing the Document: When you have a document open in Kodexa, navigate to the tags section, typically located at a visible spot for easy access.Entering Tags:
In the tags section, you can type in new tags as needed. There's no limit to the number of tags you can add, so feel free to add as many as necessary to accurately describe and categorize your document.Accessing Tags:
While viewing the document, go to the section where tags are displayed. Other tags are automatically associated to the document when process by a model.
Deleting Tags:
If you wish to remove a tag, simply click on the 'x' next to the tag. This will instantly remove the tag from your document.
Advanced Tagging with Project Templates and AI
Kodexa goes a step further in tagging convenience by integrating AI capabilities, especially within project templates that support document tagging during the upload process. This feature is particularly useful for automating the tagging process based on specific criteria.
AI-Powered Tagging:
When uploading documents, Kodexa’s AI can assist in creating tags based on prompts you provide. This is facilitated by the AI’s ability to analyze the filename and the content within the first page of the document.
Examples of AI Prompts for Tagging:
Date-Based Tags: You could ask the AI to create a tag based on the date mentioned in the filename, specifying the format as MM/DD/YYYY.
Company Name Tags: Another prompt could be to generate a tag based on the company name that appears first in the document. This is particularly useful for organizing documents by client or company involved.
This AI-assisted tagging not only saves time but also ensures consistency in the tagging process, especially when dealing with a large volume of documents.
Conclusion
Document Tags in Kodexa provide a versatile and efficient method to handle and arrange your documents. Using simple tags and AI-powered tagging, you can easily locate and organize your documents. Kodexa’s tagging feature is a highly useful tool for document management regardless of the type of document.