Classify Redwood Document Records Using Tags

You can now make use of the new Classification attribute to help group, organize, and filter Redwood document records more efficiently during creation and editing.

With the Classification field, you can now assign standardized tags to each document record. These classification values are derived from the tags associated with each Document Type configuration, ensuring consistency and ease of use. 

Here are a few benefits of this enhancement:

  • Streamlined Organization: Reduce the number of Document Types needed by grouping related documents under a single type with multiple classification options. For example, you can have a document type as Government ID Documents with available classifications as Driver’s License, SS Card, Military ID, and so on.

  • Improved Discoverability: Users can filter and search records more effectively using classification tags. It improves consistency, especially in environments with high document record volumes or diverse document types.

  • Classification of Document Record

Classification of Document Record

Document Record Classified Based on Tags

Document Record Classified Based on Tags

Classify documents under meaningful categories to streamline access and understanding.

Steps to Enable

To classify your document records, you need to configure tags for the corresponding document type.

Tips And Considerations

  • The Classification field will list only those values that are configured as Tags for the corresponding Document Type.

  • This feature is available only on the Redwood Document Records page.

Key Resources