This feature classifies DMS artifacts.

Access the DMS from the left pane. 

The DMS page opens in a new page, as shown in the example below. Navigate to a DMS folder to view its contents.  

Use the “Search” text box to filter the folder list. 

Click the ellipsis to view the context menu for this folder. You can navigate to “Copy, Rename, Remove, Create Subfolder, Upload Document, Get URL, Download as ZIP, AI Copilot, View History, Folder Permissions, Default Document Permissions, Archive, and Details” features.  

Create Classification (and its metadata).

On the DMS page, select “View > Classifications” to manage classifications. 

The DMS Classifications page is rendered, displaying a list of classifications and their metadata, as shown in the example below. 

Select the DMS root classification, then right-click to “Add Classifications.” 

Type the new classification name, then click the “Create” button. 

The new classification is created, and a confirmation message appears in the top-right corner.  

To add metadata, use one of two approaches. Right-click the “DMS Classification” folder and select “Add Metadata” from the context menu. 

Select the “DMS Classification” folder, then click “Actions > Create”. 

Enter the metadata name and description. Select the data type from the drop-down list (string, number, date, or boolean). Click the “Create” button. 

The metadata is created, and a confirmation message appears in the top-right corner. 

Actions - Edit. 

On the DMS Classifications page, select the classification to view the metadata list. Select the list item, then click “Actions > Edit”. 

Modify the details, then click the “Update” button to confirm the changes. 

The metadata changes have been confirmed, and a confirmation message appears in the top-right corner. 

Actions - Remove. 

On the DMS Classifications page, select the classification to view the metadata list. Select the list item and click the “Actions > Remove” menu option. 

Click the OK button. 

The metadata is removed, and a confirmation message is displayed in the top-right corner. 

Document Classification. 

On the DMS page, select the folder to view the documents. Select the document, click the ellipsis button, and choose the “Classifications” menu option.  

Select the appropriate value from the drop-down list, then click the “Save” button. 

Enter the appropriate value in the metadata, as shown in the example below. Click the “Save” button. 

The DMS document is tagged with a classification, and a confirmation message appears in the top-right corner. 

Select the document, click the ellipsis button, then select the “Details” menu option. 

The document details, including the metadata count, appear in the pop-up window. 

Auto-classify documents using AI.

On the DMS page, select the folder, click the ellipsis button, and choose the “AI Copilot” menu option.  

Select the AI Criteria to Auto Classify Documents using AI. Click the “Submit” button to initiate. 

The documents are classified as shown in the example below.