Create a New Category

In this article, we'll take you through the steps involved in creating your own Model Category in KAPTO. We'll also provide you with some tips on how to properly train your model to ensure it accurately categorizes documents based on the assigned Category. So, let's dive in and get started!

A KAPTO Model Category is a specific document category to help categorize and split documents. Creating custom Model Categories is an essential step in customizing a KAPTO model to suit specific needs and to accurately classify documents. The Model Category can be used to train the model to identify and categorize documents based on specific characteristics and features unique to that category.

For example, a user may create a Document Category for Invoices, which will contain documents related to invoicing, such as purchase orders, receipts, and payment records. By defining specific categories, the KAPTO Model can be trained to accurately identify and categorize documents.

Option 1: Create your own Model Category

Here are the steps to create your own Model Category:

1. Go to Management > Models.

2. Select the model you want to train and click on the Overview tab.

3. Navigate to Management > Categories button in the left Panel;  

4. Next, to add your Document Category, press the plus button.

5. Add Category Name and Description for your document category.

6. Save the document category by clicking on the Save Changes button.

Note: Create your own Document Categories according to your model needs of your model. The names of the categories may vary from the example provided, which is only used for reference purposes.

After creating a document category, a notification popup will appear indicating that the category was successfully created. You can find the category listed under the Document Category section.

7. Congratulations, you have successfully created a new document category in KAPTO.

Note: You have the flexibility to add multiple document categories as required, allowing you to customize the categorization of documents for training the model to classify them accurately based on the category to which they belong.

Document Type 

When creating a new document category, you will need to specify the Document Type and Page Organization for the documents that belong to that category.  

For example, you might create a new document category called "Shipping Note" with a Document Type of "Shipping Note" and a Page Organization of "Generic". This will help KAPTO to better understand and classify documents that fall under this category, making it easier to organize and process them efficiently.

Use the following steps to add Document Type:

1. Navigate to Management > Categories menu in the left Panel;

2. Click the plus button to add a new Document Type.

3. Add Name and Description in the displayed pop-up window.

4. Click the Save Changes button.

5. The newly created document category is added to the Document Type list.  

With these steps, the new document type is successfully added and associated with the KAPTO model, enabling efficient and effective document categorization.

Page Organization in KAPTO

Document Type and Page Categorisation are subcategories of the Document Category.  

1. Click on the plus sign of Page Organization section.

2. Fill in the Name and Description of the new Page Organization.

3. Click the Save Changes button.

Note: In KAPTO, the Total number of Pages field is used to specify the total number of pages for the page organization being created. On the other hand, the Unbounded checkbox is used to indicate if the page organization being created has an unlimited number of pages. This means that if the checkbox is selected, KAPTO will not limit the number of pages that can be added to the page organization.

Page Layout in KAPTO

Page Layout allows you to detect the first and last page of a document. This is particularly useful when you are dealing with lengthy documents that contain multiple pages. By identifying the first and last page, you can ensure that your KAPTO model is trained to correctly classify the entire document.

Use the following steps to add Page Layout:

1. Click the plus button to add a new Page Layout.

2. Fill in the Name and Description fields to mark the first page as "FirstPage". This tells the system that this is the first page of the document and should be treated as such.

3. Click the Save Changes button.

4. Once you have marked the first page, you can repeat the procedure for the last page by filling in the Name and Description fields with "LastPage". This will tell the system that this is the final page of the document, and it should not look for any further pages beyond this point.

5. Click the Save Changes button.

6. Well done! You have successfully created a new category for your KAPTO model.

Note: There are cases where detecting the First and Last Page of a document is unnecessary, such as with Atti Giudiziari. These types of documents do not require the specification of the first and last page.

Option 2: Assign existing category

KAPTO allows users to assign existing categories to documents to organize them effectively. This is useful when there are already pre-defined categories available within the KAPTO platform that are suitable for the type of documents being processed.

1. Go to Management > Categories.

2. Click the Manage Model Categories button.

3. To assign an existing category to a document, choose the appropriate category from the available options. KAPTO provides a range of built-in categories that cover a variety of common document types.

4. Click the Apply button.

5. The new Model Category is now listed in the Overview > Manage Model Categories section, where you can view and manage all the categories assigned to your model.

6. Once you have assigned the Document Category for your model, you can proceed with training your model to classify the documents based on that specific category.

Note: It's important to note that the user is responsible for training KAPTO to accurately categorize documents based on the assigned category. The success of the training process relies heavily on the quality and quantity of the training data, which should be diverse and representative of the types of documents the model will encounter in real-world scenarios.

In some cases, there is no need to detect First and Last Page of a document, like Atti Giudiziari. When you have documents that do not need to be specified the first and last page.

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