Reviewing candidate documents

The category owner is responsible for approving or rejecting documents pending approval.

Documents receive Pending status when the confidence score that CIS server assigns to the document is higher than the category candidate threshold but lower than the on-target threshold. When you approve or reject a Pending document assignment, CIS server saves this information and does not ask you to approve or reject it again unless you clear assignments or CIS analyzes again the document after a change.

To review candidate documents:

  1. Navigate to Administration > Content Intelligence > My Categories.

    A list of the categories for which you are the category owner appears. The total number of candidate (Pending) documents for the category appears in the right column.

  2. Select My Categories with pending documents from the drop-down list in the upper right to display only categories that have pending documents.

  3. To display the complete list of documents assigned to the category, click the Name of the category.

  4. To display only Pending documents, click the value of the category in the Total Candidates column.

  5. Select the checkbox next to the candidate document to select it.

  6. To approve the document in this category, select Tools > Content Intelligence > Approve and click OK.

    If you are only viewing the Pending documents, the approved document disappears from the current view because it is no longer a candidate.

  7. To reject the suggested categorization, select Tools > Content Intelligence > Reject Candidate and click OK.

    The document disappears from the current view because it is no longer a candidate.

  8. Repeat steps 3 through 6 to review every document for all categories for which you are the category owner.

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