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Table of Contents

Overview

The Document Type Classifier is a built-in entity type. It is trained to identify and classify a document as one of approximately 100 different document types. You can upload individual documents to the classifier, and it will identify the document type and provide a confidence score. You also have the option of including this entity type in the policies you create to identify the documents types in a the content for a data source.

Using the Classifier

You can upload a form to the classifier, and it will identify the form type.

  1. Select Content.

  2. Select Entity Types.

  3. Click the ellipses (…) at the end of the Document Type Classifier row.

  4. Select Upload sample.

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  5. Select Upload on theDocument Type Classifier - Upload sample file modal that appears.

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  6. Use the dialog box that appears to select the file.

  7. SkySync displays the document type and confidence rating for the match.

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Document Types

SkySync will match a document against one of the following individual document types or one of the document groups.

Individual Document Types

The list below contains the individual document types that SkySync will match.

  • academic_transcript

  • ach_stop_payment

  • ach_wire_transfer_form

  • advance_healthcare_directive

  • affidavit_for_power_of_attorney

  • affidavit_of_domicile

  • agreement_computer_use

  • application_rental

  • application_employment

  • application_general

  • application_visa

  • articles_of_organization

  • bank_account_closure_form

  • bank_statement

  • bill_of_lading

  • brand_and_style_guidelines

  • bylaws

  • call_for_papers

  • catalog

  • cease_and_desist

  • claim_form

  • collective_bargaining_agreement

  • confidential_information_memorandum

  • consent_for_treatment

  • contract_development_agreement

  • contract_license_agreement

  • contract_service_agreement

  • copyright_release_form

  • course_syllabus

  • cover_letter

  • declaration_of_residency

  • deed_gift

  • deed_quitclaim

  • deed_warranty

  • direct_deposit_form

  • diversity_and_inclusion_report

  • donation_form

  • donation_request_form

  • earnings_call

  • employee_handbook

  • employee_offboarding_checklist

  • employee_onboarding_checklist

  • expense_reimbursement_form

  • faqs

  • fda_prescription_info

  • flyer

  • form_tax

  • fund_factsheet

  • fund_prospectus

  • fund_summary_prospectus

  • guide_employee_benefits

  • informed_consent_form

  • inspection_report

  • intent_to_sell

  • internet_bank_terms_and_conditions

  • investment_teaser

  • invoice

  • job_posting

  • juror_questionnaire

  • lawsuit_complaint

  • lease_agreement

  • lease_pet_addendum

  • legal_amicus_brief

  • letter_general

  • letter_of_recommendation

  • liability_release

  • magazine

  • map

  • media_kit

  • medical_referral

  • medical_release_form

  • news_article

  • newsletter

  • non_disclosure_agreement

  • notice_of_loan_servicing_transfer

  • notice_of_privacy_policy

  • notice_to_vacate

  • order_form_general

  • order_form_medication

  • overdraft_disclosure

  • patent

  • payment_authorization_form

  • permission_slip

  • permit_and_license

  • press_release

  • property_disclosure_form

  • pto_request_form

  • purchase_agreement

  • receipts_printed

  • research_paper

  • restaurant_menu

  • resume

  • schedule_of_fees

  • sponsorship_brochure

  • sponsorship_request_form

  • stock_transfer_authorization_letter_form

  • sustainability_report

  • vendor_certification_form

  • vital_records_order_form

  • whitepaper

Document Groups

Certain document types will not be called out separately. Instead, they will be groups into one of the following categories. Select a category to view the document types that are categorized in this group.

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titleReport
  • fund_factsheet

  • fund_prospectus

  • fund_summary_prospectus

  • diversity_and_inclusion_report

  • annual_report

  • whitepaper

  • patent

  • research_paper

  • sustainability_report

  • social_impact_report

  • case_study

  • circular

  • fda_prescription_info

  • form_sd

  • inspection_report

Expand
titlePresentation
  • earnings_call

  • investment_teaser

  • confidential_information_memorandum

Expand
titleNews
  • news_article

  • newsletter

  • press_release

  • magazine

Expand
titleForm
  • property_disclosure_form

  • stock_transfer_authorization_letter_form

  • payment_authorization_form

  • direct_deposit_form

  • ach_stop_payment

  • ach_wire_transfer_form

  • bank_account_closure_form

  • change_form

  • claim_form

  • consent_for_treatment

  • copyright_release_form

  • declaration_of_residency

  • advance_healthcare_directive

  • donation_form

  • donation_request_form

  • expense_reimbursement_form

  • informed_consent_form

  • form_tax

  • sponsorship_request_form

  • pto_request_form

  • personnel_change_form

  • permission_slip

  • order_form_medication

  • order_form_general

  • medical_release_form

  • medical_referral

  • intent_to_sell

  • interview_release_form

  • juror_questionnaire

  • liability_release

  • location_release_form

  • stock_transfer_authorization_letter

  • vendor_certification_form

  • vital_records_order_form

  • application_general

  • application_passport

  • application_rental

  • application_employment

  • application_visa

  • bank_account_application

  • permit_and_license

  • affidavit_of_domicile

  • affidavit_for_power_of_attorney

Expand
titleFinancial Statement
  • reciepts_hotel

  • invoice

  • bank_statement

  • reciepts_printed

  • e_ticket

  • bill_of_lading

Expand
titleAdministrivia
  • agenda

  • schedule

  • program_schedule

  • meeting_minutes

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titleMarketing
  • brochure

  • flyer

  • faqs

  • catalog

  • restaurant_menu

  • press_kit

  • media_kit

  • sponsorship_brochure

  • schedule_of_fees

  • brand_and_style_guidelines

  • call_for_papers

  • job_posting

  • course_syllabus

Expand
titlePolicy
  • employee_onboarding_checklist

  • employee_offboarding_checklist

  • checklist_general

  • policy

Expand
titleLetter
  • cover_letter

  • letter_of_recommendation

  • termination_letter

  • job_offer_letter

  • letter_general

  • cease_and_desist

  • notice_of_loan_servicing_transfer

Expand
titlePersonnel Statement
  • academic_transcript

  • background_check_report

  • resume

  • biography

Expand
titleGuide and Handbook
  • operator_manual

  • manual

  • guide

  • employee_handbook

  • guide_employee_benefits

  • guidelines_and_policies

  • tenant_rights

Expand
titleContract and License
  • contract

  • contract_affiliate_agreement

  • contract_co_branding_agreement

  • contract_development_agreement

  • contract_distributor_agreement

  • contract_endorsement_agreement

  • contract_franchise_agreement

  • contract_hosting_agreement

  • contract_intellectual_property_agreement

  • contract_joint_venture_agreement

  • contract_license_agreement

  • contract_maintenance_agreement

  • contract_manufacturing_agreement

  • contract_marketing_agreement

  • contract_non_competition_agreement

  • contract_outsourcing_agreement

  • contract_promotion_agreement

  • contract_reseller_agreement

  • contract_service_agreement

  • contract_sponsorship_agreement

  • contract_strategic_alliance_agreement

  • contract_trademark_license_agreement

  • contract_transportation_agreement

  • non_compete

  • non_disclosure_agreement

  • employee_agreement

  • severance_agreement

  • will

  • agreement_computer_use

  • articles_of_organization

  • bylaws

  • collective_bargaining_agreement

  • notice_of_nonpayment

  • notice_to_enter_rental

  • notice_to_vacate

  • lease_agreement

  • lease_pet_addendum

  • deed_gift

  • deed_quitclaim

  • deed_warranty

  • lawsuit_complaint

  • promissory_note

  • legal_amicus_brief

  • eviction_notice

  • five_day_notice

  • internet_bank_terms_and_conditions

  • notice_of_privacy_policy

  • overdraft_disclosure

  • letter_of_intent

  • purchase_agreement

Expand
titleOther

If the confidence level doesn’t hit high enough, the document type is returned as “other.”