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title: "Smart Classification"
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Smart Classification
Revver AI Smart Classification
Smart Classification:
AI Software to Classify & Categorize Documents
[Get Started for Free](https://info.revverdocs.com/free-trial) [Book a Demo](https://go.revverdocs.com/discovery-request_2025)
What is AI Document Classification Software?
AI document classification software automatically categorizes documents to determine their type the moment they're added to your document management system. Revver’s Smart Classification pairs with Smart Extract to apply your own unique file descriptions to documents as a metadata field. When used with Smart Filing, it can also send each document to the appropriate folder for safe storage. Smart Classification enables you to classify different types of document types into custom categories that fit your specific organizational needs.
Scalable. Insightful. Secure.
Processes Automated
Actionable Data Points
%
Secure Content Sharing
Automatic Document Classification for Every Upload
Smart Classification's document classification software is part of the Revver AI Smart Suite available to all new Revver users. It reads the contents of documents to categorize them as invoices, company policies, onboarding forms, contracts, or any other type you need.
You can create a list of categories for the AI agent to choose from, and then Smart Extract will automatically attach the appropriate option as a metadata field.
[See how AI document classification software works](https://www.revverdocs.com/ai-file-sorter/)   
Connect with Other Revver AI Agents for More Efficiency
Smart Classification works with additional agentic AI features in Revver to speed up the process of storing documents:
- Smart Extract AI populates the metadata field to identify each document
- Smart Filing is an AI agent that moves files to the correct location based on its classification
[Check out the Revver AI Smart Suite](https://www.revverdocs.com/revver-ai/)
Generate Metadata to Drive Automated Workflows
Once you start using Smart Classification, you will be able to use workflow automation more efficiently. This AI agent works with Smart Filing to trigger workflows once files reach the appropriate folders:
- Invoices get sent to accounting for payment
- HR forms generate eSignature requests
- Other document types trigger custom workflows
[Learn more about Smart Classification and Smart Filing](https://www.revverdocs.com/transform-client-document-management-with-ai-powered-smart-filing/)  
Create Document Categorieswith Ease
Smart Classification relies on unique categories for your organization to know which one to assign each document to. The process of creating those categories is simple:
- Make a list of fields and accompanying options to identify documents
- Write a description for each option or generate AI descriptions to show Smart Extract what to look for
[Follow these instructions to create categories in Revver](https://support.revverdocs.com/en/articles/15781825-smart-classification#h_0058b861c0)
Comparison
AI Document Classification VS. MANUAL DOCUMENT Sorting
- !Feature
- !AI Document Classification
- !Manual Document Sorting
- !Time per Document
- 2-5 seconds
- !5-15 minutes
- !File Type Support
- All types
- !Limited
- !Handwriting Support
- Yes (OCR data extraction)
- !Yes (manual)
- !24/7 Processing
- Yes
- Business hours only
- !Cost per Document
- $0.00
- !$1-3 (labor)
- !Annual Cost (100K docs)
- Included in Revver price
- !$100K-300K
FAQ
ANSWERING YOUR FREQUENTLY ASKED QUESTIONS
Still curious about automatic document classification software? Chat with us and let's answer your questions.
[Chat With Us](#)
What types of documents can Smart Classification categorize?
Smart Classification can categorize any documents according to the options you create for your organization, supporting any unique document types that are important to you. For example, an HR team could create classifications for payroll, benefits, and onboarding documents, while an accounting team could classify invoices, receipts, tax documents, and financial statements. You define the categories and describe what distinguishes each one. That way, Smart Classification will reflect the terminology and document types your organization actually uses.
Can I create my own document categories with Smart Classification?
Yes. Smart Classification is designed around your own categories rather than a fixed list supplied by Revver. Create a Smart Classification metadata field, add the classification options you want, and describe the characteristics Smart Extract should look for when identifying each type of document. You can write those descriptions yourself or use AI to generate a starting point and refine it using your organization's terminology.
What is the difference between Smart Classification and Smart Extract AI?
Smart Classification and Smart Extract AI work together, but they perform different jobs. Smart Classification defines the categories a document can belong to and the criteria for identifying them. Smart Extract analyzes the document and automatically assigns the appropriate classification as metadata. In simple terms, Smart Classification establishes what the document is, then Smart Extract applies that information to the document. At the same time, Smart Extract can also find metadata values from your documents.
How can Smart Classification help automate document filing?
A document's classification is useful for determining where that document belongs. Revver’s [Smart Filing](https://www.revverdocs.com/smart-filing/) pairs classifications with filing destinations. For example, a document classified as Payroll could be routed to a designated Payroll folder. That connects three steps that would otherwise require manual work: understanding what a document is, recording that information as metadata, and putting the document where it belongs. Smart Classification and Smart Filing also pair seamlessly with the [Workflow feature](https://www.revverdocs.com/document-workflow-automation/) to drive additional automated processes.
How can I improve the accuracy of Smart Classification?
Create clear, specific descriptions that distinguish one classification from another. We recommend defining the criteria for each option carefully because more distinct criteria can produce more accurate document classification results. AI can generate descriptions to help you get started, but it’s a good idea to refine them so they reflect the language and document characteristics unique to your organization. You are welcome to refine the document descriptions after running real-life tests of classifying your documents.
Do I need technical expertise to use Smart Classification?
No coding is required to create Smart Classification fields. Users with the appropriate permissions can create a field through Revver's Metadata features, name it, add AI document classification options, and describe what Smart Extract should look for. Once saved, the classification field can be applied to documents and used with Smart Extract to categorize them automatically. Smart Filing can also use it to move documents to the right folders.
Learn More
Related Resources for You
How Revver’s AI-Powered Smart Summary Transforms Client Communications
Webinar: Preview Smart Summary and Other Revver AI Releases
Automate Your Document Workflows with Smart Extract AI