Properties of a classification group

Use the following tabs to configure the properties of a classification group.

General

Name

Enter a name for the classification group, such as Finance.

Description

Optional. Enter a description, such as "This classification group is used to classify all finance related documents."

Category

Select a category for the classification group.

By default, TotalAgility places the new classification group in your working category.

Extraction groups

Add the extraction groups to include in your classification group.

A classification group can only use released extraction groups.

Keep locked

Keeps the classification group locked.

Resources

Use the Resources tab to assign access permissions to an individual or a group to restrict or grant access to maintain a classification group. When you import a process, form or a package, or upgrade TotalAgility from a previous version, the maintenance access for the classification group is set to "Everyone" with "Full control."

When you export a package which includes a classification group, the access permissions are maintained.

  1. On the Resources tab, click for Maintenance access.
  2. Click for Maintenance access.
  3. On the Name list, select a group or individual whom to assign access permissions.
  4. Select an access Type. Available options are:

    Type

    Description

    Full control

    Users with this access type can create, modify and delete the classification group, and also set and modify the access permissions for other users. By default, the Everyone group has Full control.

    Read write

    Users with this access type can modify and delete the classification group, but cannot modify the access permissions.

    Read

    Users with this access type can only view the classification group; they cannot modify or delete the classification group or set and change the access permissions for other users.

    Limited to online learning

    Users with this access type can open the classification group in the Transformation Designer to update extraction online learning. They can then import new samples documents that are collected by the online learning system, retrain, and resolve conflicts. They can then release the updated classification group. They cannot modify the design or settings for the classification group.

    For shared projects, access to the extraction group is needed before you can provide access to the classification group. This is not necessary for classification group-only projects.

    For more information on extraction online learning, refer to the Kofax Transformation Designer Help.

  5. Save or Release the classification group.

Info

Use the Info tab to view the following information for a classification group:

  • Status: Status of the classification group such as New, Saved or Released.

  • Version: The current version of the classification group when you save or release it. A saved classification group displays the minor version, such as 0.001 and a released classification group displays the major version, such as 1.0.

    After you save or release the classification group, you cannot open the previous versions, but you can delete them.

On this tab, you can also to create a new tag or add an existing tag.

The Tags option is only available for a classification group that is saved or released.

To add tags, do either of the following for Tags:

Create a new tag

  1. Click Create new.

    The New tag dialog box appears.

  2. Enter the Tag text.

    • The tag text must be unique across the system with a maximum of 30 characters.

    • A tag is a free text and can contain spaces.

  3. Click Save.

    The tag appears in the Tags box.

Add an existing tag

  1. Click Add.

    The Add dialog box appears.

  2. Click and select the tags to add.

    The selected tags appear under Selected items.

  3. To add all the tags, click Add all.

  4. Click Done.

    The tag appears in the Tags box.

Save or Release the classification group.