Properties of a classification group

Set the properties for a classification group.

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



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


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


Select a category for the classification group.

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

Extraction groups

Add the extraction groups to include in your classification group.

Note A classification group can only use released extraction groups.


TotalAgility displays the current version of the classification group when you save or release the classification group.

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


The status of the classification group, such as New, Saved or Released.

Keep locked

Keeps the classification group locked.


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. Navigate to Capture > Classification groups.

    The Classification groups page appears.

  2. Open the classification group for which to assign access permissions.

    The Edit classification group dialog box is displayed.

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



    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.


    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 Help for the Transformation Designer.

  7. Save or Release the classification group.