Set up Document Category in KAPTO

Learn how to set up document categories in KAPTO, how to create custom categories and organise information efficiently with KAPTO. This article will cover everything you need to know about setting up and managing document categories.

To properly categorise a document, selecting a category corresponding to the type of information being recognised is necessary. The KAPTO extraction model can capture and accurately recognise this information as it is received. 

The confidence levels associated with page classification assist in determining where to separate documents and the final classification result

To provide a basic understanding of document categorisation, consider the example of an Identity Card from a customer department perspective. In this case, the primary document category is the Identity Card, and its subcategories include Passport, Physical Identity Card, and Electronic Identity Card. 

In KAPTO, we have the registry of categories. Document categorisation is a process that involves assigning a document to one or more categories depending on its content.  

Users can create their categories here. Consider the steps listed below to add a Document Category:

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

2. Next, to add a Document Category, press the plus button.

3. To search within the available categories, click the search icon to enter a keyword search query and decide on the desired category. 

4. To proceed, provide a Name and Description for the document category. 

5. Confirm your changes by clicking the Save Changes button. 

6. The newly created document category will now be visible in the Document Category list, providing convenient access and quick reference.

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

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