Document Classifier

Features
Document Classifier is an entirely new concept for indexing Microsoft Office documents. It provides a simple drag and drop user interface to populate the document with embedded metadata matching the desired classification.

Document Classifier provides a range of productivity focused capabilities to assist with document indexing tasks including:

Metadata
Document Classifier can apply two forms of metadata simultaneously:

Classification metadata
This metadata describes the document's classification, typically as a hierarchy of series of cascading 'levels'.

The source document(s) is dragged & dropped on the desired node & is updated with the classification representing the destination node's name in embedded metadata .

The classification hierarchy is represented in Document Classifier's "Destination" window as a nodal structure as illustrated right.    The destination node maps directly to a Windows folder hierarchy and can be readily created by either :

• Manually constructing the hierarchy using Windows Explorer

• Exporting the classification structure from thesaurus tools such as Synercon Management's a.k.a. or from the EDRMS itself.

This enables Document Classifier to support literally any classification schema. If required multiple thesauri can be utilised by setting Document Classifier's options to point to the relevant Windows folder hierarchy to suit the indexing task at hand.

Up to ten classification levels are able to be defined to match the required classification nomenclature.

Classification can be performed on Office documents without the native product or a viewer.
 

Global metadata
Document Classifier also supports 'Global metadata'. This feature enables user to configure and apply selected embedded metadata consistently across selected individual or groups of documents, and typically used for:

• Document tagging

• Document audit processes

• Pre-classification

• Standardising metadata (eg setting Company name)

Global metadata can be applied to custom defined properties and/or the document's standard built-in properties :

• Title

• Subject

• Author

• Category

• Keyword

• Comments

Global metadata tagging can be performed on documents without the native product or a viewer.

Document Classifier supports Office documents from Office version 97 through 2003 in their native formats.

Property preview
Document Classifier's property preview provides immediate access to Microsoft Office document properties and metadata to allow the document to be interpreted quickly & easily.  

Property preview exposes properties without the corresponding Microsoft Office product. This enables indexers to process a wider variety of Office document types without specific product knowledge and reduces license costs.

Quick launch
Double click the document in the source folder to launch the corresponding product to scrutinise the document further. The corresponding Microsoft Office product or a compatible viewer must be installed on the system for this feature.

File Rename
Document Classifier allows the source file to be renamed to reflect an aspect of its classification

Metadata add/edit/delete
Both Built-in and Custom metadata can be individually added, edited and deleted with out the document's native application.
This feature allows the records manager or document indexer to easily add/edit/delete custom metadata and hence more effectively:

• Prepare existing documents for an EDRMS implementation.

• Manage an existing fleet of documents.
   

Log file
Document Classifier creates an audit trail of all metadata and document location changes to preserve document integrity.
The log file is formatted to allow easy analysis directly in Excel and can be accessed directly from the Document Classifier menu.

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