Classify and file incoming records
How you could use an agent
Use an agent to read incoming electronic documents, pick up metadata clues, and suggest a document type, security level, or folder based on your taxonomy. It can sort items into the right queue and flag unclear cases so you can review them before they are filed.
Where you stay involved
You decide how to classify anything ambiguous or sensitive and confirm that the taxonomy is being applied the way your organization wants. You handle the records that need human review.
