Review inbound document classifications
Reviews & approvals · Example outcome
The handoff
A private authorized OCR text, document metadata, proposed categories, confidence checks, and filing records review draft with source checks, uncertainty notes, and human approval status.
Keep in mind
Document text can expose personal or confidential information, and a logical “filed” label does not mean the source was archived or legally retained. Minimize and redact inputs, verify extracted parties and amounts against the original, keep uncertain documents in review, define retention with the records owner, and require human approval before consequential classification or sharing.
