11.5 Your document types

Policy → AI Classification → Your document types is a single card that holds the whole teaching cycle:

Banners at the top of the card:

11.5.1 The document types table

11.5.2 Creating a document type

1. Open Your document types.
2. In the row under the table, enter New document type, for example Board minutes.
3. Choose the Suggested label (optional) and, if the label has sub-labels, a Sub-label.
4. Click + Add type. The type is created and its examples panel opens.

Limits: 50 document types. The server gives each type a permanent internal ID; rules refer to the ID, so the type can be relabelled without breaking rules. The console does not offer renaming — to change a name, create a new type.

11.5.3 Uploading examples

Click the Examples link of a type to open its panel.

1. Click Upload examples and select one or more files, or drag files onto the row (or drop files here).
2. Each file appears in a progress list: waiting → reading… → added (docx, 1,234 words) or the error in red.
3. Files are sent one at a time; a failed file does not stop the others.
4. The list of stored examples refreshes when all files are done.

The stored examples are listed under the upload controls:

Choosing good examples

• Number matters most. With about 8 examples a type typically catches a third to four fifths of differently worded documents; with about 25, two thirds to nearly all.
• Language matters. Upload examples in every language your users write in; a balanced set (for example 10 Turkish + 10 English) works much better than 20 in one language.
• Vary them. Different authors, years, templates and lengths, written as users really write them. Near-copies (the same template filled in for 20 people) count as one document when quality is measured.
• One type per meaning. If two types are hard to tell apart for a human, they will be hard for the model too; consider merging them.

11.5.4 Counter-examples

A counter-example is a document that is not the type — typically a file the type matched by mistake in test mode or in Test a document.

1. Open the type’s examples panel.
2. Click Upload counter-examples and select the files (documents that are NOT Board minutes — e.g. files it matched by mistake).
3. Click Train again. Counter-examples take effect only after training.

Rules:

• Counter-examples are trained as “none of your types” with their own weight, so 5–10 counter-examples carry as much weight as a type’s examples.
• They do not count toward a type’s 5-example minimum.
• If the file is actually one of your other types, add it there as an example instead.
• The same text cannot be both an example and a counter-example.
• Deleting a type deletes its counter-examples too.

11.5.5 Deleting a type

1. Click the trash icon of the type (disabled while any rule uses it — remove the AI condition from those rules first, save and publish).
2. Confirm with Delete with N example(s), or Cancel.

The type and all its stored examples and counter-examples are deleted from the server. If it was the last type, the trained layer is removed and the policy is re-signed; agents stop scoring at the next policy sync.

11.5.6 How examples are stored