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Overview

Document Classification is a workflow that classifies and validates document types for quality control so teams can confirm the right documents were submitted, are readable, and meet basic requirements before downstream processing. It supports a fast QC step — document type identification, validation, confidence scoring, and issue flagging — in one streamlined workflow. What you get: a structured table of document classifications and validation results you can review, edit, and export.
To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.This page focuses on what’s specific to Document Classification.

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When to use Document Classification

Use this workflow when you need to:
  • Confirm submitted documents match required types (e.g., ID, bank statement, payslip, utility bill)
  • Detect missing or incorrect document types early
  • Flag low-quality scans (blurred, cut off, unreadable pages)
  • Standardise document intake before extraction or review workflows

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Step-by-step usage

1

Select the template

Navigate to Workflows > Template gallery and select Document Classification.
2

Upload documents

Upload the documents to classify (PDF recommended; other formats supported depending on your setup).
3

Run the workflow

Click Run to begin classification and validation.
4

Review results

Review the document types and validation results.
5

Export results

Export results (CSV or Excel) for reporting or downstream processing.

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Inputs

  • Required: access to alk.wamiri.com
  • Required: stable internet connection
  • Required documents: documents to classify (PDF recommended)

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What’s specific to Document Classification

  1. Confidence helps prioritise review. Use the confidence score to quickly spot classifications that need manual confirmation.
  2. Validation is for QC, not content correctness. Validation should focus on whether the document appears to be the expected type and is usable (readable/complete), not whether the information inside is accurate.
  3. Issues should be actionable. Use clear, specific remarks (e.g., “blurry image”, “missing page 2”, “document type mismatch”).

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Standard fields (default columns)

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Customising Document Classification columns

You can tailor columns to match your intake standards.
  • Add columns for required-by-process checks (e.g., “Required? (Y/N)”, “Meets minimum pages?”, “Contains signature?”, “Has stamp/seal?”).
  • Add columns for routing (e.g., “Next step”, “Re-upload required”, “Assigned reviewer”).
  • Keep column names clear and unambiguous to improve classification consistency.

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Important Notes

  • Always manually review low-confidence classifications.
  • If validation issues are frequent, tighten document submission instructions (format, scan quality, page completeness).
  • If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.

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Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include:
  • What you were trying to do
  • What happened instead
  • Any error messages
  • Steps to reproduce
  • Screenshots or recordings (if available)